Add a Trust Deposit Transaction
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There are a few areas in which you can add a trust deposit:
From the main matters…
Trust Accounting
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Add a Trust Withdrawal Transaction
Navigation There are a few areas in which you can add a trust withdrawal: From the main matt… -
Edit, Delete, or Void a Trust Transaction
You can edit, delete, or void a trust transaction. Locating a Trust Transaction Within a m… -
Add, Edit, Or Delete a Third-Party Bill
Our third-party bills tool lets you add, edit, and delete your third-party bills. This he… -
Add or Remove a Hold on a Third-Party Bill
You can place holds on third-party bills until you want them paid. Add or Remove a Hold To ad… -
Create a Personal Buffer Matter for Your Trust Account
Attorneys often retain a nominal amount of personal funds in their trust account to cover… -
Import Your Real Estate Closing Ledger
if your firm uses Easy-HUD or Easy-CDF for their real estate closings, you can import your… -
Manage Evergreen Retainers
With our Low Retainer Reminder tool, you can track low retainer balances, also known as ev… -
Manage Trust Safeguards
CosmoLex has built-in trust safeguards to ensure compliance with every transaction you… -
Matter to Matter Internal Funds Transfer
With our matter-to-matter internal transfer tool, you can transfer funds between: Trus… -
Pay a Third-Party Bill
You can pay third-party bills individually, or in bulk. Pay a Third-Party Bill To pay a th… -
Record IOLTA Interest Deposits & Withdrawals
If your bank credits interest to your trust account and it displays on your statements, th… -
Request an Online Trust Retainer Payment
With CosmoLexPay or our LawPay integration, you can receive online payment directly int… -
Review Your Trust Transactions
You have two options for reviewing your firm’s trust transactions. Review Your T… -
Switch Your Trust Bank & Transfer Your Balance
When you switch trust banks, you also transfer funds from the old account to the new at the m…
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