LeanLaw

What is an Evergreen Retainer? Learn how to set up Evergreen Retainers, a convenient LeanLaw feature.

How To Enable and Set Up Evergreen Trust Retainers

How to set up and deposit lump sum payments.

Learn how to record a trust deposit in LeanLaw.

How do I change the retainer information in the invoice memo?

The client or matter does not show up on the list of trust accounts in LeanLaw ($0 balance)

How to create a report showing all trust deposits, by date, client, and amount

The invoice may show you paid with trust before you actually did.

Learn how to edit a trust deposit ion QuickBooks Online.

How to move trust funds from one trust account to another.

Find out how to generate a trust report to send to your clients.

Undo a Trust Payment, made in error, in QuickBooks Online

Find answers and get help from Intercom Support and Community Experts

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