Trust Admin, Legal Cashier, Trust Accountant, and Trust Account Manager: Getting Started

While each of these trust-related roles has a unique purpose, each ensures that trust accounts and funds are managed efficiently while adhering to the rules and laws of your specific jurisdiction. In these roles, you may be managing the client relationship side of trust accounting (e.g., distributions, communications), the financial recording and reporting side (e.g., account reconciliations, statements), or the overall accounting aspects of trust management.

The following article provides information on how these different roles can use Actionstep to complete these tasks.

Getting Started

First, these topics can help familiarize you with Actionstep and help you get your profile set up:

Actionstep Overview

Logging in to Actionstep

Actionstep Terminology

Actionstep Home Page Overview

Getting to Know the 'My Profile' Page

Setting Up Personal Email Mailboxes

Using the Quick Search Box to Search for a Matter or Contact

Using the Advanced Search

Using Custom List Views

Using Actionstep and Where to Find Help

Actionstep Academy Overview

Requesting Help from Actionstep Support

Overseeing Trust / Client Compliance 

Trust Regulations (folder)

Setting Up Trust Accounting

Setting Up Trust (or Client) Accounting 

Getting to Know the Trust (or Client) Accounting Admin Page

Getting to Know the Trust / Client Accounting Admin—Additional Settings Page

Setting Up Trust (or Client) Request Permissions (Admin) 

Associating a Trust (or Client) Account with a Matter

Managing Trust (or Client) Bank Accounts 

Managing Trust / Client Requests

Requesting a Payment from the Trust Account 

Creating a Client Account Payment or Payment Request (UK)

Requesting a Payment of Invoice from the Trust (or Client) Account

Approving a Trust (or Client) Request 

Reviewing a List of Trust (or Client) Requests 

Rejecting a Trust (or Client) Request 

Managing Trust / Client Payments

Creating a Trust Invoice Payment 

Bulk Paying Multiple Invoices from a Trust Account

Correcting (Reversing) a Trust or Client Transaction 

Generating a Single Trust (or Client) Statement

Generating Multiple Trust or Client Statements 

Calculating Interest for a Trust or Client Account

Working with Trust Deposit Slips

Working with Trust or Client Account Deposit Slips 

Reconciling Trust Accounts

Reconciling a Trust (or Client) Account

About Trust Reconciliation Adjustments

Trust / Client Bank Reconciliation Report

Managing Disbursements

All help articles on disbursements