Retainer Agreement

• Retainer Agreement

  About Retainer Agreement A Retainer Agreement is required for every Matter created. For ease of use, Danalix provides you with Retainer Agreement templates to use or you can use your own. How to Create a Retainer Agreement If a retainer is not yet created, an exclamation icon will display, which indicates that you need to create the Retainer Agreement. (https://storage.crisp.chat/users/helpdesFew readers

Conflict Check

• Matter Conflict Check

  Conduct Conflict Check for a Matter To conduct a conflict check, go to: Step 1 Clients & Matters sidebar menu Matters tab find the name of the Matter Actions menu Conduct Conflict Check Step 2 On the “View Conflict Check Results” popup window, click the “Conduct New Conflict Check” button. (https://storage.crisp.chat/usFew readers

Record Trust Transfer

• Recording Trust Transfer

  About Recording Trust Transfer A Trust Payment Transfers means you are transferring funds from Client A to Client B trust account. Trust Transfer can only be done between Clients that have Matters created as Trust. How to Record a Trust Transfer To record a trust transfer, go to: Clients & Matters sidebar menu Matters tab find the Client and Trust Matter’s Names Actions menu Record Trust Transfer on the popup screen, you will notice that the “from client” and “from mattFew readers

Advanced Matter

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Record Valuable Property

• Record Valuable Property

  About Record Valuable Property Valuable properties are items received by the lawyer or law firm from a Client. They might include but not limited to items such as estate assets, share certificates or similar securities, or executed Powers of Attorney. You are required to record valuable property received, and a receipt to be given to the Client reflecting the details of the valuable property. How to Record a Valuable Property To record a Valuable Property, go to: Clients & Matters sideFew readers

Record Trust Payment

• Recording Trust Payment

  About Recording Trust Payment Recording a trust payment means you are recording funds deposited into a trust account that you will use to facilitate payment transactions between you and your client. Payment is derived from your client by multiple methods, including but not limited to cash, EFT, Bank Draft, Cheque, Cowry, Barter, just to name a few. Funds deposited into the trust account could be sourced fromFew readers

• About Matter

  About Matter In order to create a Matter, you must first “Create a Client.” A Client owns the Matter, and you can create more than one Matter for a Client. You can create a Matter as: Trust Account or General Account Trust Matter When a Matter is created as a “Trust Account”, this means it will be associated with a deposit account in a financial institution where funds received are in trusFew readers