This article walks through how to:
Create and send a Trust Request
Track its delivery
Troubleshoot common issues
Sending Trust Requests is part of our LeanLaw Payments feature. If you are interested in LeanLaw Payments, check out:
What Is a Trust Request?
A Trust Request allows you to email a client requesting funds to be deposited into their trust account.
The request includes:
The requested amount
A description (optional)
A payment link (if enabled in QuickBooks settings)
Once sent, you can track its status through LeanLaw.
How to Send a Trust Request
Go to + in the top right corner
Choose the Trust Request option
Select the Client and Matter
Enter:
The Amount
A Description (optional but recommended)
Review the recipient email address(es)
Click Send
The client will receive an email with a link to complete the trust payment using LeanLaw Payments.
If your client doesn't already have a trust account in QuickBooks, LeanLaw will automatically create the appropriate sub-liabilities for the trust account.
How to Track a Trust Request
After sending, you can monitor its status.
Go to Billing
Click Track Sent Emails
Use the Type filter and select Trust Request
You will see the delivery and engagement status in the Status column.
This section will show whether the trust request has been opened or paid.
For more information on the Track Sent Emails page, visit:
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.
Why Isn’t My Trust Request Showing?
If you do not see the Trust Request in Track Sent Emails, check your filters:
Make sure Type is set to Trust Request
Clear or adjust other filters (Date, Client, Matter, Status)
In most cases, missing items are due to filters — not a sending issue.
Troubleshooting
Troubleshooting
Client says they didn’t receive the Trust Request
Check for a Bounced or Dropped status.
Expand the To column to confirm the email address.
Verify the client’s contact information in LeanLaw.
Ask the client to check spam or junk folders.
Client paid but the trust balance has not updated
Confirm the payment processed successfully in Confido Legal.
Ensure the trust account is attached to the correct Client/Matter account in LeanLaw depending on your Accounting settings.
Ensure that the journal entry reflects in QuickBooks Online
Refresh LeanLaw to sync updated balances.
Missing Trust Request Option
If the entire Trust Request feature is missing from your LeanLaw menu, it may be because your firm is not using LeanLaw Payments.
Ensure your firm is connected to Confido Legal to enable access to this functionality.
I got an error that something had been deleted in QuickBooks Online
If you receive this error, chances are the liability account exists and has been marked as inactive in QuickBooks Online.
Navigate to QuickBooks Online's Chart of Accounts
Verify that "Show Inactive" is enabled in settings (⚙️)
Search for the client or matter
Click Make Active
If you need assistance reviewing a specific Trust Request, our Solution Engineering team is happy to help.