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Relationship Accounts - managing debit requests

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Written by Raphael Cardona

To manage debit requests on LegalEye and ensure that the law firms are allocating the relationship account funds properly, please follow these steps:

  1. On the left-hand panel, go to Settings

  2. Click Panel Period

  3. Click on the Requests tab

  4. Select Manage debit

  5. Review the list of debit requests that have been logged by your law firms

  6. Click Approve/Deny on the request

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