Client Training Webinars

Each week we will be providing live training and Q&A sessions for all Centerbase clients. Be sure to register ahead of time and we’ll send a calendar invite right to your inbox!

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    Trust Account Management

    Join us for this week’s training on Thursday, September 29th, at 2:00 PM CDT, as we walk through trust account management.

    At the conclusion of this week’s training, you will be able to:

    • Determine which system settings affect trust accounting behavior
    • Create a new matter trust account
    • Deposit funds to a trust account
    • Apply trust funds to a bill
    • Disburse trust funds to a vendor
    • Refund trust funds to a client
    • Transfer trust funds from one client’s matter to another