Sending a Trust Request
Open LeanLaw and navigate to the Plus icon in the toolbar.
From the quick actions menu, select Trust Request.
Enter the required details for your trust request, including any additional instructions you want to include in the email body.
If your client doesn't already have a trust account in QuickBooks, LeanLaw will automatically create the appropriate sub-liabilities for the trust account.
Once you're ready, send the request to your client.
Tracking the Status of Your Trust Request
After the email is sent, you can monitor its status by navigating to Billing > Track Sent Emails.
This section will show whether the trust request has been opened or paid.
Client Payment Options
Your client can pay the trust request directly from the email via credit card or ACH, depending on your firm’s settings.
Once they pay, LeanLaw automatically creates the journal entry for the trust deposit in QuickBooks, and the request will be marked as paid in the Track Sent Emails section.
Recording Manual Payments
If your client sends funds outside of the payment link (e.g., via a direct bank transfer), you can still record the payment:
Visit Confido Legal (https://confidolegal.com) and locate the associated payment link.
Expand the payment details and click Record Manual Payment to record the transaction.
LeanLaw will automatically create the necessary journal entry in QuickBooks, and the request will show as paid on the Track Sent Emails page.
Manual Trust Deposits
Alternatively, you can manually record a trust deposit in LeanLaw via the quick actions menu.
Note that if you use this method, the trust request will still show as unpaid in the Track Sent Emails section.