How to add multiple clients under a single IOLTA account?
With CaseFox you can easily add multiple clients under a single trust account; by just few steps mentioned below
Login CaseFox -> Dashboard -> Accounts -> Add Funds
Login to CaseFox
From the left side dashboard, go to the left sidebar from there select Accounts.
Click on Add Funds, and then choose from the drop down “funds received for/from clients”
Login CaseFox -> Dashboard -> Accounts -> Add Funds
Login to CaseFox
From the left side dashboard, go to the left sidebar from there select Accounts.
Click on Add Funds, and then choose from the drop down “funds received for/from clients”
Updated on: 15/11/2023
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