The Trust Online System allows you to run Claim Status Reports that will give you the exact count of how many claims your firm is deemed deficient.  The following tutorial will provide you a step by step procedure of how to run Claim Status Reports.

1) Click on the ‘Reports’ tab in the menu bar to open the ‘Reports’ page.


2) When the ‘Reports’ page opens click on ‘Claim Status by Trust’.

Reports Page

3) On the Claims Status page, select the desired trust you want to run the report for.

Claims Status Report Screen


4) Select the attorney that will be affiliated with the report.

Claims Status Report Screen 1