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Maintain a detailed and accessible record of funds held in trust. Track payments, disbursements, losses and gains at any given time. All from a single dashboard.

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Updated on June 8, 2023

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Import Matters

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  1. Select Matter from the menu bar
  2. Click on Import
  3. Click download a sample file here to get the template document
  1. Click on the upload button or browse file button to upload a document containing the matter list.
  1. Click on Next
  2. Match fields from the imported file to fixed fields
  1. Click on Import
  2. Click on Go to matter list or Download error list if required

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