Note: Only a lawyer can set up, edit, or delete the trust account.
The funds you disperse will come from the trust account you create in the system.
To set up your trust account:
1. From the side menu, select Settings.
2. Select Bank Information.
The Bank Information screen displays.
3. Select Add Trust Account.
4. Add the Trust Account details.
Note: When adding the Bank Number and Bank Name, select the option containing the word WIRE, rather than EFT or CHEQUE.
Note: The Trust Account Address is the address of your bank, not your firm.
5. Select Save.