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Once you have started creating your matter, you will need to use specific information as below.

1. From the matter creation screen, choose your Firm's contact as the Primary client
   

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2. Set the Matter Type to 'Stakeholder'
   

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3. Set the Matter Name in the format of '<Law Firm name> as Trustee for <client last name> and <other side last name> as Stakeholder re <property address>'
   e.g. Larry Lawyer as Trustee for Smith and Johnson as Stakeholder re 123 Mary Road, Brisbane
   

4. Continue to fill in the rest of the details as normal for a matter and then save. 
   
   This matter should be used to record the deposit/s on a Conveyance held on behalf of the Seller until the contract settles.
   It should only be used for times in which the Law Firm is acting as Trustee for the Stakeholders.