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Recording Trust (IOLTA) Interest Deposits & Withdrawals

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

Open the Client Details Page for the person/company that you would like to see trust account history for.

Let's face it, mistakes can be made! We've made it easy to correct erroneous deposits, withdrawals, and refunds made to your trust account.

Open the invoice you would like to accept a payment against. Click the Record Payment button.

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

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

To issue a refund on a deposit that was made into your trust account, open the Contact Details Page.

MyCase allows you to earmark and track trust funds for each client's case. This is particularly useful if a single client has multiple cases

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