Skip to content
  • Join Us On
  • Discord. We Have Lots of Information
Caseqube Logo
  • Home
  • Product
    Caseqube Logo

    AI-Powered Legal Intelligence—From Intake to Invoicing

    Explore Product
    • Smart Intake
    • Matter Management
    • Document Management
    • Document Generation
    • PI Settlement Workflows
    • Time & Expenses
    • Flexible Invoicing
    • Integrated Payments
    • Full Legal Accounting Suite
  • Solutions
    Caseqube Logo

    AI-Powered Legal Intelligence—From Intake to Invoicing

    Explore Solutions
    • Personal Injury Law Firms
    • Insurance Defense Firms
    • Workers’ Compensation Firms
    • Family Law Firms
    • Mass Tort Firms
    • Immigration Law Firms
    • Bankruptcy Law Firms
    • Criminal Defense Firms
    • Bar Associations
    • Attorney General Offices
    • Judicial Case Management
  • Partners
  • Resources
    Caseqube Logo

    AI-Powered Legal Intelligence—From Intake to Invoicing

    Explore Resources
    • Videos
    • Blogs
    • Knowledge Base
  • About Us
Schedule My Demo

Financial Setup

5
  • Accounting Classes
  • Journal Entry
  • Multi Company
  • Tax Setup
  • Accounting Period
betterdocs-category-icon

Trust Management

5
  • Trust Payments
  • Trust Request
  • Applying Trust
  • Trust Transfer
  • Three-way Reconciliation ( Trust)
betterdocs-category-icon

Revenue Management

3
  • Invoicing
  • Receipts
  • Payment Gateway
betterdocs-category-icon

Expense Management

4
  • Voucher Payments
  • Expense Management
  • Disbursement
  • Check Request
betterdocs-category-icon

Banking

5
  • Bank Rules
  • Bank Slips
  • Bank Reconciliation
  • Bank Settings
  • Banking
betterdocs-category-icon

General Ledger

2
  • Chart of Accounts
  • Chart of Accounts Setup
betterdocs-category-icon

Trust Request

3
  • Create PDF Trust Request
  • Pay Trust Request Offline
  • Send Trust Request Email
betterdocs-category-icon

Invoicing

13
  • Pay with Trust
  • Duplicate (Copy with Lines)
  • Write off
  • Send Billing
  • Invoice Discount
  • Print Billing Batch
  • Invoicing List View Buttons
  • Void
  • Print Invoice PDF
  • Difference between Voiding an Invoice and Writeoffs
  • Creating a new Invoice from the Billing Tab
  • Create Invoice PDF
  • Bulk Pay with Trust
betterdocs-category-icon

Receipts

2
  • Multi Receipts
  • Refunds
betterdocs-category-icon

Reports and Dashboards

4
  • Standard Accounting Reports
  • Reports and Dashboards
  • Management Reports
  • Generate Statements (Analytical Reporting)
betterdocs-category-icon

Payment Gateway

1
  • Payment Screen
  • Home
  • Knowledge Base
  • Trust Request
  • Create PDF Trust Request

Create PDF Trust Request

Clicking this button generates the PDF of the Trust request. This template also can be set up in the Company settings.

Create PDF Trust Request
What are your feelings
Share This Article :
  • Facebook
  • X
  • LinkedIn
  • Pinterest
Still stuck? How can we help?

How can we help?

Updated on August 7, 2025
Pay Trust Request Offline
Caseqube Logo

AI-Powered Legal Intelligence—From Intake to Invoicing

Streamline every step of your legal workflow with automation, smart insights, and seamless integration—all built on Salesforce.

Get in touch

  • 1275 Glenlivet Drive Suite 100-108 Allentown, PA 18106
  • Phone: (610) 680-4810

Quick links

  • Home
  • Product
  • Solutions
  • Partners
  • Resources
  • About Us
  • Sitemap
  • Schedule My Demo

Follow Us

  • Linkedin
  • Facebook
  • Twitter

Copyright © 2025 Law Accounting LLC . All Rights Reserved.

Privacy Policy  | Services Agreement | Professional Services Agreement

call Now
Get Free Quote
Schedule My Demo
Talk to Us