RapidPay - Creating a Trust Fund Request

13/05/2025
Knowledge

How To

You're able to request trust funds through Online Payments from any party for any matter.

Open the matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Click the Trust Funds > General Trust 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.
Select if it is Protected For the Matter Debtor or Other/Third Party Payments.
Change today's Date, if necessary.
Click Save & Close or to share the request immediately, click the drop-down and select Save & Share instead.

When sharing, a LawConnect Share window will open and you can enter the email it will be shared to.

You can also select if the recipient(s) must ‘Sign In to view’ or if ‘Anyone with the link can view’.

You can also select if you would like to ‘Send email notification for this request’.

If the email notification option is ticked, the recipient(s) will receive an email notifying them of the request. The recipient(s) can select to view the request or pay directly using Online Payments or BPAY.

Click to edit heading

Once the Trust Funds Request is recorded and saved to the matter, you can go back and print or share via LawConnect:

To print, open the Trust Funds Request item and click the ellipsis icon > select Print Trust Fund Request. The Online Payments reference and instructions are added to the client's Trust Funds Request Statement as a request for payment.
To share via LawConnect, please click here.

Last Modified Date

13/05/2025 9:35 am

Title

RapidPay - Creating a Trust Fund Request

URL Name

Creating-a-RapidPay-anticipated-trust-deposit

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