Request Trust Funds
When you need to collect funds from a client to hold in trust, send a trust request directly from the case. The client receives a payment link by email or through the client portal. After the client submits payment, the funds are recorded in the trust account automatically.
Go to the case you want to request funds for.
Open the Banking tab.
Locate the Trust Account panel.
Click New Trust Request.
Enter the Amount.
Optional: Add a note in the Message field.
Click Send Request.
The client receives a secure link to submit payment. You can track the status in the Trust Account panel transaction history.
Note: The client must have a payment method on file or will be prompted to enter one when they follow the payment link.
Tip: Trust requests are linked to the case, so the payment appears automatically in the trust balance and transaction history for that case.
Related: Trust Account Overview · Apply Trust Funds to an Invoice · Set Up Trust Auto-Replenishment