Law App separates these under trust account setup:
- General Trust: Pooled account used for multiple clients.
- Controlled Money: Designated bank account for a specific client (required for some property matters, undertakings, etc.)
📌 Features
- Each file displays the trust type.
- Controlled Money matters prompt for account and institution details.
- Different reporting pathways are used (per Legal Profession Uniform Law s137 and equivalents).
Tip: Controlled money must have a separate ledger and statement trail for each account. Law App maintains these automatically.
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