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 in MyCase. This overview will include explanations of how this feature works.
This feature is designed to be quick and easy so any billing user can ask for trust funds. There is no more hassle with creating paper invoices - this is all done electronically! Just click the "Request Funds" icon on the Billing dashboard to try it now. Your client receives a customized email and can pay in two easy steps. This feature is available for full billing users only. We've also included several articles below to help guide you through the Request Funds functionality.
You also have the option to directly email a Request for Funds from MyCase to your client's email inbox. After you've created and sent the Request for Funds to your client, they will receive the request in their email inbox (see below) and can click the orange button to be able to 'Deposit Funds'.
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.
If you have not gone through the MyCase Payments onboarding process, or if you'd like to learn more, please contact us at 800-571-8062, or email email@example.com
How do I Request Trust Funds from my client? - A guide to creating a request in MyCase for trust or retainer funds
How do I manage Requested Funds? - This article provides the locations to see outstanding requests as well as what happens when a request is paid, including deleting an outstanding request
Request Funds - What does my Client see? - Your client's experience when you send a request for funds