Viewing a List of Matters with Trust (or Client) Accounts

Modified on Mon, 24 Nov at 5:28 PM

NOTE: In the UK, trust accounts are called client accounts. Throughout this article, any reference to a trust account also means a client account.

You can view a list of matters in your firm where trust accounting has been enabled. This view includes important details like the matter status, the assigned trust account, trust balance, and availability.

To access this list:

In Actionstep Practice Management, go to Trust > Matter Trust Accounts > Matter Trust Accounts List. The Matter Trust Accounts List page appears.
Review the information in the list:
- Matter ID: Shows the matter's assigned ID number.
- Matter Name: Shows the name of the matter. You can click this name to view the matter itself.
- Status: Shows the matter's status: Active, Inactive, or Closed.
- Matter Type: Shows the matter type.
- Account Type: Shows the trust account type (e.g., Current, Investment, Controlled, or Statutory).
- Client: Shows the client(s) linked to the matter.
- Last Entry Date: Shows the last date a transaction was completed on the account.
- Last Entry Days: Shows how many days have elapsed since the last transaction date.
- Has Funds: Indicates whether the trust account has available funds.
- Trust Account: Shows the trust account selected for the matter. You can click this link to view the transaction history for this matter.
- Balance: Shows the trust's account balance amount. You can click this link to view the transaction history for this matter.
- Available: Shows the available trust balance amount. You can click this link to view the transaction history for this matter.
- Protected: Shows how much of the trust balance is protected. (See Designating Trust (or Client) Funds as 'Protected' to learn more.)
To further refine the information displayed in this list, click Filter and choose from the available options.
To export or print the list as a report, click the More drop-down list and choose the option you prefer. If you want this list sent to your email on a regular cadence, select Heads Up. (See Setting Up a Heads Up Rule for more information.)