Trust Account Balance at Firm level

To view your firm’s trust account balance, login to your LawGro account and please follow the below steps:

  1. Once logged in, click Main Menu (≡) on the header, then click Dashboard.
  2. You can view your firm’s trust account balance in the Trust Balance.

Trust account balance contains all advances received and factor in for any transfers made to operating accounts and refunds made out of Trust account.

Trust Account Balance at Contact level

To view trust account balance of a specific contact, log in to your LawGro account and please follow the below steps:

  1. Once logged in, click Main Menu (≡) on the header, then click Contacts.
  2. Click on specific Contact record for whom you wish to view trust account balance and you will be redirected to the contact page.
  3. You can view your contact’s trust account balance in the Trust Balance.

Learn more about Invoicing & Billing


Related Articles:

Trust account overview
Transactions overview
Add a transaction to trust account
Delete transaction
Use filters to locate a transaction record


About LawGro:

LawGro is a secured legal case management software -it enables lawyers to increase client happiness and grow law firm business.

Did this answer your question?