If you're using trust accounting with LeanLaw and need to ensure your Confido Legal setup supports it, it's essential to correctly register your trust bank account during the application process. Here’s how to get on track if this step was missed or needs to be updated.
Why This Matters
Confido Legal requires trust and operating accounts to be added explicitly during your application. If you only listed your operating account initially, any trust-related transactions won’t be processed correctly. This can lead to confusion or delays in payments.
If you're experiencing issues related to trust accounting, it may be because the trust account was never submitted. Don’t worry—we’ll walk you through how to correct this.
Step-by-Step: How to Add a Trust Account
To add or change a bank account in your Confido Legal profile:
Visit the Confido Legal Knowledge Base article here:
How to add or change a bank accountSubmit the required documentation with your request:
A voided check, or a bank letter (see requirements below).
Ensure the Legal Entity name on the bank document matches the one used for your Confido Legal application.
Bank Letter Requirements (if no voided check is available)
Your bank letter must include:
The DBA and/or legal name of your business.
Complete routing number and account number.
Issued on official bank letterhead.
Include the date of issuance.
Signed by a bank representative, including their title, printed name, and contact information.
How Long Does It Take?
Turnaround times may vary depending on volume, but typically:
2–3 business days from submission to approval.
Ensure your documents meet the criteria above for the fastest processing.
Need Help?
If you're unsure whether your trust account was submitted or you need assistance during the update process, reach out to LeanLaw Support or Confido Legal Support. We're here to make sure your setup goes smoothly and your firm is ready to process trust payments confidently.