Trust Report (coming soon)
What is the Trust Report
Actions to Take
Related Articles
Trust Replenishments and Advance Fee Policy
Summary Overview To ensure clients and attorneys have the most up to date information about their Trust accounts and advanced fees, Gravis Law created the following policy. Attached to this article is the PDF procedure, or how accounting and billable ...
Trust Overview (coming soon)
What is a trust account Approved Uses
Finance Team - Coming Soon
Coming soon
Past Due Clients (coming soon)
This article is coming soon! Due Date Receiving Interest Payment Plan Arrangements Collections Write-Offs
Balances in Clever Case
At A Glance When you view a matter or client, you'll now see a Balances card that details their accounting balances with Gravis Law. If there is trust available, it's split into two general areas: If there is not trust on the account, then the trust ...