How to add your Infotrack login to Law App so you can perform searches
To perform searches with InfoTrack you will need to add your InfoTrack Login to your account for each employee. To do this go to the Employee section in Law App…
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Set File Rate for an Individual File for Timesheets
Sometimes you’ll want to charge a different rate for a specific file than your firm’s usual billing rate — for example, a discounted rate for a long-standing client or a…
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Transaction Sequences — Automatic Transaction Numbers in Law App
Learn how Law App’s Transaction Sequences generate invoice, receipt and payment reference numbers — and how to reset the next number safely.
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Trust Compliance Settings
Complete reference for all trust-related settings found under Settings > Firm Settings. Covers clearance timing, email approval controls, password enforcement, transaction locking, payee/contact linking, overdraw protection, and post-crossover tightening guidance.
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How to set up Task Types and Automated Workflows in Law App
Learn how to set up task types, build task templates, and create automated workflows in Law App so key dates and to-dos generate themselves.
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