How do I Transfer Funds from a Matter to another Matter?

Since CARET Legal is Matter-centric, Trust payments must be specific to one Matter instead of a single client.

If you need to transfer Trust funds from one Matter to another:

1. First, cut a Trust check from the Matter you wish to transfer the funds from. The check can be made payable to the law firm.
   
   
   
   
   • Select + from the main menu bar or from the action bar in the Accounting section and select New Trust Check.
     
     
2. Select an Account, Matter and who the check is Payable to and the Amount in the New Trust Check modal, then enter as much additional information as you wish.
   
   
   
   
3. Next, you need to record the deposit into the new Matter. This can be done through the New Trust/Retainer option.
   
   
   
   • Select + from the main menu bar or from the action bar in the Accounting section and select New Trust/Retainer Payment.
     
     
4. The New Retainer modal displays.