RapidPay - Creating a Client Funds Request

27/04/2026
Knowledge

How To

You're able to request client funds from any party for any matter.

Desktop
Accounting Plus

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.

In the new Accounting Plus window, users can create new Client Fund Requests and view a comprehensive overview of all Client Fund Requests recorded during a selected time period for the entire firm. The powerful filtering options enable users to refine their results effectively.

New Client Fund Request

To enter a new client fund request:

Click Client fund requests from the Accounting menu.
Click New client fund request.

Alternatively, press ‘Insert’ on the keyboard and a new client fund request will open.
Use the tab key to move through the relevant fields and enter or select the required details.
Click Save when done.

Actions

You can perform the following actions by right clicking or clicking the ellipsis icon on any of the transactions from the client fund request window:

Open: Open an edit a single entry.
Delete: Delete the relevant entry.

Filter and Sort

Filter

Account: Filters results to show only entries related to the selected client account.
Matter: Filters results to show only entries related to the selected matter. If left blank, it will display entries for all matters.
Recipient: Filter results to show only entries for the selected recipients.
Requested by: Display entries created by the selected staff members.

Sort and Grouping

You can sort the Client Fund Requests window by:

Date
Account
Matter
Reason
Recipient
Amount
Request by
Shared

You can also group the entries by:

Date
Account
Matter
Recipient
Requested by

Compact view: This will reduce padding and spacing in tables so you can see more rows on the screen at once.

Last Modified Date

27/04/2026 1:15 am

Title

RapidPay - Creating a Client Funds Request

URL Name

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

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