OVERVIEW
In the Billing tab of MyCase, you can see a full history of your law firm's trust account. This article explains how to access that information.
Steps
To view the account ledger for your firm's trust account, follow these simple steps:
Click the main Billing tab
Find the Trust Account Overview widget
Click the View Account Activity link to view the detailed trust account ledger
From here, you can view your trust account history by a filtered date range. You can also print and export this data as a CSV. Additionally, you will see an option to Request Funds towards the top right of the page.