Online Payments - Creating a Trust Retainer Replenishment

Aug 27, 2025
Knowledge

How To

You will be automatically prompted to create a trust retainer replenishment when the minimum trust retainer balance is below the set amount.

When prompted to create a Trust Retainer Replenishment, when the Minimum Trust Retainer Balance is below the set amount, you will need to Request Trust Funds, using these steps:

Open the matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Click Trust Funds > Trust Accounts tabs.
Click on the toolbar to open the New Request Trust Funds window.
Select the Recipient by clickingand choosing the appropriate person from the Card List.

You can select any card from the list, and they don't necessarily have to be associated with the open matter.
Enter the Reason and Amount.

The Trust Funds Request No. is automatically generated.
Click Save & Close or to create another Trust Funds Request, click Save & New instead.

After saving the Trust Funds Request, the transaction is displayed in the table on the Trust Funds > Trust Accounts tab.

Double click to re-open the Request to print it or e-mail it.

Click Save & Close or to share the request immediately, click the drop-down and select Save & Share instead.

Click to edit heading

new (1).png When a matter exceeds the Minimum Trust Retainer Balance, you will be notified via the LEAP Notifications. Click on the notification to open the matter and the associated transaction.

Last Modified Date

8/27/2025 8:41 PM

Title

Online Payments - Creating a Trust Retainer Replenishment

URL Name

Online-Payments---Creating-a-Trust-Retainer-Replenishment

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