RapidPay - Creating a Client Funds Request

14/08/2025
Knowledge

How To

You're able to request client funds from any party for any matter. Client information won't be disclosed on the Client Funds Request printout which allows any third party to deposit funds directly into the client fund account without knowing crucial matter information.

Open the matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Click the Client Funds > Client Accounts tabs.
Click on the toolbar to open the Client Funds Request window.
Select the Recipient by clickingand choosing the appropriate person from the Card List.

You can select any card from the list, and they don't necessarily have to be associated with the open matter.
Enter the Reason and Amount.

The Client Funds Request No. is automatically generated.
Change today's Date, if necessary.
Click Save & Close or to create another Client Funds Request, click Save & New instead.

Once you save the Client Funds Request, the Client Funds Request Statement will be displayed in a window/tab of your default browser so that you can print it or save it.

The Client Funds Request amount is displayed in the table on the Client Funds > Client Accounts tab.

Click to edit heading

NEW You can resend Client Fund Requests that you have already shared via the Manage Access window. From the Client Funds tab or the LawConnect View Shared Items, right-click on the Trust Fund Request > select Manage Access and click Resend.

Click to edit heading

A RapidPay email is also generated. Edit the email as necessary and send it. Clients can pay directly from this email by clicking Pay Now.

Any unpaid Client Funds Requests won't display on the Client Funds Statement.

The Client Funds Request button on the toolbar will also change to indicate that a Client Funds Request has been entered.

Once the Client Funds Request are recorded and saved to the matter, you can go back and print, email or share via LawConnect the Client Funds Request Statement:

To print, open a Client Funds Request item and click on the toolbar. The RapidPay reference and instructions are added to the client's Client Funds Request Statement as a request for payment.
To email, open a Client Funds Request item and click on the toolbar to generate a RapidPay Email. Edit the email as necessary and send.
To share via LawConnect, please click here.

Last Modified Date

14/08/2025 4:26 am

Title

RapidPay - Creating a Client Funds Request

URL Name

Creating-a-RapidPay-anticipated-client-funds-deposit

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