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Create a Personal Buffer Matter for Your Trust Account

Attorneys often retain a nominal amount of personal funds in their trust account to cover bank fees and other related incidentals. We refer to this as a personal buffer.

Important

Check with your jurisdiction, as the total funds allowed in trust for this purpose can differ.

Create a Personal Buffer Matter

To create a personal buffer in your trust account:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, add a matter within which to record your personal buffer transactions. We recommend naming your personal buffer matter something like Personal Buffer (Trust) for easy reference.
  3. Single-click your personal buffer matter to highlight it.
  4. From near the bottom of the black right navigation, click the Trust Transaction Deposit icon, which is the bank icon with the down arrow.
    The Matter’s Trust Deposit screen opens.

  1. From the Date field’s drop-down, click the deposit date. 
  2. In the Amount field, enter the deposit amount. 
  3. From the Type field’s drop-down, click the payment type.
  4. From the Method field’s drop-down, click the payment method. 
  5. In the Payor field, enter your or your firm’s name.
  6. In the Memo field, enter a memo if desired.
  7. In the lower right corner, click Save.
    The system updates the balance on your personal buffer matter. Going forward, you can use this matter to record your personal buffer transactions.
Updated on March 22, 2022

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