Banking
Connected bank accounts, transactions, and disbursements.
- Trust and Operating AccountsClasp supports two types of bank accounts — Trust and Operating.
- DepositsA deposit is a batch of settled transactions that moves funds into your firm's bank account.
- View TransactionsThe Banking page lists your connected accounts and lets you open each account’s full transaction history.
- Process a DisbursementA disbursement is a payment made from a trust or operating account on behalf of a client or for a case-related expense.