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.
