Protected Funds allow users to reserve/exclude available trust funds from use on a Matter until the record is released.

Creating Protected Funds

These records can be created from the Matter page. Click New from the Protected Funds quick link.

Enter the relevant information for the protected fund and click Save. 

The new protected funds record will affect the Available Trust Funds attached to the Matter.

Available Funds can also be viewed when creating withdrawals for the matter.

Releasing Protected Funds

Protected Funds can be released at any time by editing the record: 

1. Tick the Released checkbox 
2. Enter a value for Release Date. 

These changes can be seen on the matter and withdrawal creation page.