Viewing Trust Balances by Client and Matter in LeanLaw

LeanLaw gives you a clear view of every client's trust balance — from the firm-wide Trust Account hub down to individual matter-level balances. This article covers where to find balance information and how to use it for proactive trust management.

The Trust Account Hub

The Trust Account hub (Billing → Trust Account tab) is the central view for all trust activity at your firm. It lists every client with an active trust account, showing their current balance at a glance.

From the hub you can:

See all clients and/or matters with active trust accounts and their current balances
Click any client or matter to drill into their individual trust account
Record a deposit for any client
Filter for clients below their evergreen minimum balance

Per-Client Trust View

Clicking a client in the Trust Account hub opens their individual trust account. This view shows:

Panel	What It Shows
Current Balance	The total trust funds currently held for this client.
Transaction History	A chronological list of all deposits, payments, and disbursements against this client's trust account.
Outstanding Invoices	Current due invoices that could be paid from the trust balance.
Action Buttons	Deposit Funds, Request Funds, Record Payment, and Trust Report for this client.

Matter-Level Trust Balances

If your firm uses Matter Accounting (rather than Client Accounting), trust balances are tracked at the matter level rather than the client level. In this configuration:

Each matter has its own trust liability sub-account in QuickBooks Online.
The Trust Account hub shows individual matters and clients.
Deposits and payments are attributed to the specific matter.

📋 Client Accounting users: If you use Client Accounting (the default), trust balances are shown at the client level — not matter-by-matter.

Viewing Trust Balance on the Invoice

When billing a client with a trust balance, the trust balance information appears on the invoice and in invoice email summaries when enabled:

The trust summary section on the invoice shows the starting balance, payment to be made, and ending balance.
The invoice email account summary shows the starting balance, ending retainer balance, and minimum balance (if an evergreen minimum is set).

Identifying Accounts Below Evergreen Minimum

If evergreen retainers are enabled, use the Trust Report's 'Below Evergreen' filter to quickly identify all clients whose trust balance has fallen below their minimum:

Go to Reports → Trust Report (or access it from the Trust Account hub).
Check the 'Below Evergreen' filter checkbox.
The report shows only matters/clients whose current trust balance is below the required minimum.
For each flagged client, send a Trust Request to initiate replenishment.