As requested, we've compiled the basics of Trust Accounting in LeanLaw into a single article. 

For an overview of setting up trust accounting in LeanLaw, click here

To setup a new Client for Trust, click here

To make a deposit into Trust, click here.

To learn about paying an invoice from trust, click here. Statement of Trust is included in this.

To disburse funds back to the client, click here

To request funds from a client, click here.

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