Trust Account Basics

Go to Trust > Receipts or Trust > Withdrawals View the full list or search/filter by date, file, or contact

Yes — Law App includes safeguards to prevent trust account overdraws, as required under the Legal Profession Regulations. However, it...

You cannot create a separate receipt for just one file when performing a bulk trust-to-general transfer. Bulk transfers produce one combined receipt for the entire transaction, not individual matter receipts. For client-specific records, generate a Trust Ledger or Trust Account Statement for the matter — these reports show the relevant portion of the transfer and meet QLS-approved compliance requirements.