Are you looking to show your clients the deposits and payments from their trust account? Occasionally, your clients will ask you for a trust report. Here we will tell you how to generate the report so you can help your clients.
1. Click on the Reports tab:
From your LeanLaw account, navigate to the Reports tab at the top of the page:
2. Scroll down to Trust Report:
On the left-hand side, scroll down the list of Reports to get to the Trust Report:
3. Filter Accordingly
You can filter your trust accounts so that you are only seeing the matters that apply to a certain user. On the left-hand side of the page, you will see a list of filters:
3. Open the specific Client/Matter
Open the specific Client/Matter and press Print:
Now you have run and generated a Trust Report to send to your client(s).
"Is there a trust account report that I can send to my client?"
Are you looking to show them all of the deposits and payments from their trust account? If so, you'd want to use the Trust Report: https://myleanlaw.co/#/reports/trust
Then open the specific Client/Matter, and then click [Print].