Refunds
Return client money the way the bar expects
When a case ends with money left in trust, returning it is an ethical obligation, and a documentation one. Outlaw Practice treats a refund as its own tracked transaction, so the balance and the record stay correct.
Tracked, Not Improvised
A refund is a transaction, not a spreadsheet edit
Refund unearned retainer from trust, properly
When a case wraps and money remains in trust, return it as a tracked refund that debits the client’s trust account and creates a clear record that the funds went back to the client, exactly the documentation the bar wants to see.
Operating refunds when you need them
A billing correction, an overpayment, a fee reversal: sometimes the refund comes from operating, not trust. Outlaw Practice records operating refunds as a separate transaction type, keeping the two kinds of return distinct and clean.
Trust balances adjust automatically
Process a refund and the client’s trust balance updates with it, no manual spreadsheet correction, no risk of a stale number. Balances stay accurate through every transaction, refunds included.
A full audit trail on every return
Each refund is recorded with its amount, recipient, source account, and timestamp. When the bar asks how client funds were returned, or a client questions their balance, the record is complete and defensible.
Switching is the hard part.We bring your data over, and we never lock it in.
One platform for your entire practice
Cases, billing, trust accounting, marketing, intake, payments, and reporting: all included, built exclusively for firms of 1–10 attorneys who run the whole business, not just the cases.
Free to start. No credit card required.