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Associating a Trust (or Client) Account with a Matter

NOTE:  In the UK, trust accounts are called client accounts. Throughout this article, any reference to a trust account also means a client account.

In this article, you will learn how to associate a trust account with a matter. This is not to be confused with setting up the trust account itself, which you should do before completing the instructions in this article. (See Configuring/Editing Trust Bank Accounts for more information.)

 

Before you begin:

 

To associate a trust account with a specified matter:

  1. In Actionstep Practice Management, view the matter you want to associate with the trust account. (See Editing a Matter for help.)
  2. Click the Trust Account menu icon. The Trust page is displayed, showing the Overview tab.
  3. Click Add an account. Fields appear for you to enter your account information.

  4. Provide the required information and click Save when you are finished.

    TIP:  The Account Opening Date typically matches the date of first entry.

TIP:  You might also consider opening a trust account when a user completes a specific step in a matter workflow. This step can be required (automatic) or optional. To learn more, see Creating Steps on your Workflow (Admin) and Editing Workflow Step Actions – Trust Accounting Data (Admin). This can save the user time as they are able to open a trust account when opening a matter (if added to the start step) or on a specified step without having to manually access the Trust Accounting page for the matter.

 

Additional Resources:

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