AffiniPay

After you have sent a Request for Funds, you can track them in several places throughout MyCase.

How do I manage outstanding Requested Funds?

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 Overview

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

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

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

Requested Funds Reminders

Requesting Funds

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