Retainers & client trust money
Client money kept apart and accounted for
Retainers & client trust money in one picture
Follow the data from what you enter to what you get back. Every step below happens inside StartERP, with nothing to retype.
- Client advances
- Court fees paid out
- Invoices paid from trust
Retainers & client trust money
- Keeps it apart from firm money
- Posts to the trust account
- Alerts on low balance
- Balance per client
- Trust statement
- Clean audit trail
Client money handled with care
Start using Retainers & client trust money in 3 steps
The same three steps wait for you as a checklist on the module's first screen, and most tick themselves as you do them.
- Step 1
Pick the matter
Trust money sits on a matter.
- Step 2
Record a deposit
The client's advance.
- Step 3
Pay out and check balances
Court fees, refunds and invoices.
Add it when you sign up, or any time later from Subscription & billing.
What it does for your business
Keep each client's advance apart from the firm's money: deposits, court fees paid out, refunds and invoices paid from it are recorded on the matter and posted to their own trust account. Every client's balance is known at any time, and you are alerted when a matter runs low.
Deposits, court fees paid out and refunds per matter
Invoices paid from the client's advance
Posted to its own trust account in the books
An alert when a matter runs low
Inside the module
Real screens from a StartERP demo store. Tap a screen to see it full size.
Made for these businesses
Frequently asked questions
Is Retainers & client trust money included in StartERP?
Retainers & client trust money is an add-on module. Add it when you sign up or any time later from Subscription & billing, and pay only for the modules you use. It is offered to these businesses: Law Firm Billing & Practice Software.
Can I try Retainers & client trust money before I pay?
Yes. Open a demo store for your business type to use it with sample data, or start the 15-day free trial with your own data. No card is needed.
Does Retainers & client trust money work in Arabic and on a phone?
Yes. Every StartERP screen works in Arabic and English, on a computer, tablet or phone, and users and devices are unlimited.
Start selling with a ZATCA-ready POS today
Prices on request: pick the modules your business needs and we will email you a quote. Subscribe or buy the licence once. Unlimited users and devices. Every store starts with a 15-day free trial.
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