Feature Requests

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Include the ability to group matters by responsible attorney when running the Trust Banking Report.

Make it easier for attorneys to review their matters with trust balances.

  • Guest
  • Sep 17 2019
How often would you use this request?

At least monthly.

  • Attach files
  • Guest commented
    22 Oct, 2019 05:52pm

    I would like to see it grouped first by responsible attorney then by bank within each attorney. Thank you, Rehan.

  • Admin
    Shoaib Mehmood commented
    22 Oct, 2019 02:56pm

    Thank you for the suggestion, a question; there are scenarios where a firm has multiple trust accounts - in case the trust banking was grouped by Responsible Attorney, would we first group the report by bank, then the responsible attorney and display all the clients/matter associated to that responsible attorney?