video1.0<iframe src="https://www.loom.com/embed/c5edf1f364be47c1b66328168f39e95d" frameborder="0" width="1670" height="1252" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12521670Loomhttps://www.loom.com12521670https://cdn.loom.com/sessions/thumbnails/c5edf1f364be47c1b66328168f39e95d-5e4b9fb9c7441860.gif377.5357In this video, I demonstrate how we utilize Filevine's project funds for trust accounting in our contingency cases, such as personal injury and workers' comp. I explain the billing section, focusing on the project funds tab, which serves as a client subledger for trust money. I also highlight the integration with QuickBooks, allowing us to seamlessly record deposits and reconcile our trust accounts without manual errors. Additionally, I discuss the project-level settings that enable us to manage multiple bank accounts effectively. Please consider reviewing your own settings and how they align with our processes to ensure smooth operations.