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Recording a Trust Deposit or Retainer [w/ VIDEO]
Recording a Trust Deposit or Retainer [w/ VIDEO]

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

Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago

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

To learn how to electronically request Trust Funds from your client, please click here.


Click the Billing Tab. Then click the icon for Deposit Into Trust.

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The Deposit Into Trust lightbox will appear. First, you will asked to select the contact (individual or company) that you would like to deposit trust funds for. Either type their name into the box, or choose Browse All to a view a list of all active clients and companies.

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You will then be prompted to choose a trust account and trust allocation for the deposit.
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Once you have selected a contact, trust account, and trust allocation, you can then record the deposit into their trust account along with an optional note.

  • Online Payment: If your firm has MyCase payments enabled, you will notice that after you select a contact you will be prompted to enter payments information for this payment. Once the payment information has been filled out select the blue Make Payment button. This will initiate your client's credit card being charged and begin the process of having funds deposited into this contacts trust account.

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  • Offline Payment: Choose offline payments to record deposits made by cash, check, etc.

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Click Deposit Funds. The deposit will then be made into this contact's account, thus increasing your trust account balance.

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You can also make trust deposits from a client's details page. To do this, open a the details page you want to deposit trust funds for, then click the Trust Account tab. Then, click on the button labeled Deposit Into Trust to display the deposit lightbox.

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