How to view the Trust Ledger for a Client.

1. Navigate to the Matter and select the Client Trust Ledger 'Balance' from the right-hand side of the screen.

2. View the Trust Ledger.

• Total amount in trust: This amount reflects the total amount of money being held in the trust account for this Client, regardless of how many Matters they have.
• Pending withdrawal: This amount reflects the
• Pending Invoicing: This amount reflects the total amount of billable time, fees, and costs that have not yet been invoiced across all Matter associated with that Client.
• Remaining trust: This amount reflects the amount of money left over, if any, after applying available trust funds to any pending invoicing amounts.