To recap our meeting the current issue we are facing is that we have no way of knowing when a client has trust funds on their name. Our current data clip for clients with positive trust balances is specifically for clients who have trust funds only on their matter.

Example:

When the data clip shows us a matter with a positive trust balance:

(First image)

Its only showing us the funds reserved for that clients specific matter, rather than showing us the total funds including on the clients name:

(Second image)

Another issue that was brought to our attention was that when attorneys approve their monthly invoices they do not receive an option to apply their clients trust funds if the money is sitting on the clients name rather then the matter.

Let me know if you need anything additional.