Refunds in Law App Learn how to handle refunds in Law App, including client overpayments, overcharged or supplier refunds, discounts, and bad debt write-offs. Step-by-step methods keep your accounts accurate and compliant.
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.