You can electronically request initial or additional trust funds from clients by clicking any Request Funds button or icon. These can be found on:

Choose a New or Existing Contact.

If selecting a New Contact, add their Email Address, then their First and Last Name.
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​Note: New Contacts are created as clients with the Client Portal disabled.

If selecting an Existing Contact, select the Contact.

Add the Amount.

Select the Deposit Account. Specify if the funds should be allocated to a specific case. This allows you to separate each case’s trust balance and prevent improper application of trust funds.

Add an optional customizable Reference note.

Customize the email message if needed.

Attach optional documents like a retainer agreement or engagement letter. Documents are included in the email sent to the client.

Click Send.
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You can view all outstanding requests by navigating to the Billing Tab.

Select Requested Funds. You can also view requests on an individual Client's Details.

To Edit, Send a Reminder or Delete Requested Funds, click the three dots at the end of the row.
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​Note: You cannot delete a request that has a payment linked to it. To delete a request, you'll need to delete the deposit payment. Electronic payments cannot be deleted, so requests with linked electronic payments also cannot be deleted. To delete a request, you'll need to delete the deposit payment. Electronic payments cannot be deleted, so requests with linked electronic payments also cannot be deleted.
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View Attachments by clicking the Attachment icon.

Payments will also automatically be updated in the Trust History and Accounting sections of MyCase, which includes all relevant Trust accounting reports.

When a request has been paid, the firm user who sent the request will receive an email notification. Any firm user with full billing permission will see a payment notification in the recent activity feed.

Payments will also automatically be updated in the Trust History and Accounting sections of MyCase, which includes all relevant Trust accounting reports.

Option 1: Navigate to the Leads tab.

Option 2: Request funds or retainers from leads on the Billing dashboard.

Select Manage Pipeline.

Select a lead to view the lead details page.

Click the Billing sub-tab.​

Once on the Billing subtab, click Add New

Select Request Funds.
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The Lead field is automatically filled in with the Lead you are currently viewing, but it can be changed if needed.

Fill out the form and choose to allocate the funds to the lead or their potential case.​

Your client gets an email notification requesting payment.
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Clicking the Deposit Funds button directs them to a Payment Page if LawPay is enabled.

If you are not enabled with LawPay, the payment request is still sent to your client, but you must manually reflect the funds received offline. Learn more about integrating Mycase and LawPay.

View all outstanding requests by navigating to the Billing tab and selecting the Requested Funds subtab.

Filter outstanding requests by their Status. All requests without a due date will be found under the Sent status.
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When a request has been paid, the firm user who sent the request will receive an email notification. Any firm user with full billing permission will see a payment notification in the recent activity feed.

Payments will also automatically be updated in the Trust History and Accounting sections of MyCase, which includes all relevant Trust accounting reports.