You can electronically request initial or additional trust funds from your client by clicking on any of the "Request Funds" buttons and icons. These can be found on the Main Billing Dashboard, under the "Requested Funds" billing sub-tab or in the Contact Details Billing Section under "Requested Funds".

Choose a contact that you would like to request a retainer or trust funds from. If the client portal has not been enabled, you will be prompted to do so. You can also leave the Date field blank if you do not wish to include a due date.

Pro Tip: If you would like your clients to have the option to pay a retainer at any time through their portal, simply create a large Request for Funds so your client can continually pay into it. Be sure to leave the due date blank.

Next, you can choose which bank account you'd like the request to be deposited into. So, if you have both your Trust and Operating account connected with MyCase, select the appropriate one for this deposit. Then, you can customize the message your client will see when they view the email message of this request. The message is limited to 160 characters as clients view this on a mobile phone, and an action button (such as the "Deposit Funds").

Here is an example of what the email to your client looks like. If you're interested in learning more about your client's experience, you can review the "Requesting Funds- What will my client see?" help article.

When your client clicks the Deposit Funds button in their email, and they are also logged into their Client Portal, a new tab will open in their web browser and they will be taken directly to a form to pay via credit card or eCheck (see below).

If the client is enabled but not logged into their Client Portal when they click the Deposit Funds button in their email, a new tab will open in their web browser and they will be able to pay the request via credit card or they can pay via eCheck if they click the 'Pay with eCheck' hyperlink and log in to their Client Portal.

If the Client Portal has not been enabled for your client, when they click the email link they will be taken to a payment page where they may pay by credit card.

You can also send reminders on all of your outstanding Requests for Funds outside of the Client Portal.

You can view the sent request by clicking on the "View Requested Funds for [client name]". To review an article on how to manage your requests, visit the "How do I Manage Requested Funds" article.

Companies are not supported for this feature.