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.

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:

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:

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].