The articles in this section explain how trust and credit accounting are managed in MyCase. They cover topics such as retainers, requesting funds, applying payments from trust/credit, and more!  

Trust & Credit Accounting

Tracking IOLTA interest in 8am™ MyCase also ensures that you can properly reconcile your account statements.

Recording Trust (IOLTA) Interest Deposits & Withdrawals

To view the account ledger for your firm's trust account, follow these simple steps.

Where can I see the full history of my law firm’s trust account?

You can view your client's trust account activity in the Client's Details Page.

Where can I see a client's trust account activity?

We've made it easy to correct erroneous deposits, withdrawals, and refunds made to your trust account.

How do I correct an erroneous transaction on my trust account?

Minimum trust balances ensure adequate funds are available for future rendering of services.

Minimum Trust Balance

This article will teach you how to accurately record a trust account payment for record-keeping purposes.

How do I pay an invoice with funds from my client's trust account?

With 8am™ MyCase, you can deposit funds (or retainers) into a client's Trust Account and then later apply those funds to an invoice.

Recording a Trust Deposit or Retainer

There are two methods of transferring money out of a client's trust account.

How do I withdraw funds from a client's trust account?

8am™ MyCase allows you to refund offline deposits erroneously or otherwise applied to trust accounts.

Refunding an offline deposit made into a trust account

8am™ MyCase allows you to earmark and track trust funds for each client's case.

Trust Accounting By Case

How do I manage retainer payments and invoices using 8am MyCase?

How do I delete or correct trust account deposits in 8am MyCase?

Trust Accounting

In 8am MyCase, you can enable Non-Trust Retainers or Credits to receive funds that have not yet been earned or billed.

Non-Trust Retainers and Credit Accounts

Credit Accounting

The Request Trust feature is a way for any firm user with billing permissions to send an electronic payment or retainer request to a contact.

Request Funds Guide

To create a request for trust funds in 8am™ MyCase, you will first need billing permissions.

How do I Request Trust or Retainer Funds from my client?

You can send reminders directly to your clients for outstanding retainer or fund requests.

Requested Funds Reminders

Requesting Funds

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