Can I apply a Retainer with a Trust Check?

  • Updated
In CARET Legal, you can pay Invoices with a retainer two ways. The first way is by using our Apply Retainer option.
When applying a retainer to an invoice, the transfer from your Trust Account to the Operating Account must be done electronically.
  1. To transfer the funds via check, create a New Trust Check.

  2. Associate the Trust Check to the Matter you wish to apply the retainer from.

  3. Go to the invoice you wish to pay and add a direct payment using the Trust Check details for the payment.

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