Trust Report (coming soon)

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 ...