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Decision Tree
Did you pay from Trust?
NO
NO
NO
NO
NO
NO
Do you owe someone
money for the
product/services
(e.g. process server,
couriers, etc)?
Did you pay from your
Prepaid Teraview account?
Did you pay from
General/Credit Card/
Cash/Other?
Was this an agency
disbursement?
(LTT, Registration,
Title Insurance)
Was there a mark up
or mark down (i.e. will
you be billing the client
more/less than you paid?)
Prepared by uLawPractice.com
Practice Management & Legal Accounting Made Simple Learn More
Disbursement
YES
YES
YES
YES
YES
YES

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uLaw Disbursement Decision Tree

  • 1. Decision Tree Did you pay from Trust? NO NO NO NO NO NO Do you owe someone money for the product/services (e.g. process server, couriers, etc)? Did you pay from your Prepaid Teraview account? Did you pay from General/Credit Card/ Cash/Other? Was this an agency disbursement? (LTT, Registration, Title Insurance) Was there a mark up or mark down (i.e. will you be billing the client more/less than you paid?) Prepared by uLawPractice.com Practice Management & Legal Accounting Made Simple Learn More Disbursement YES YES YES YES YES YES