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,…
Absolutely. For audits, file reviews, and transparency with clients, Law App offers: Trust Statement (by File): Complete transaction history with running balance. Trust Ledger Summary: By file, client, or date…
Law App follows trust compliance protocols for approvals: All receipts and payments are stamped with the user ID and timestamp. Payments: Require an “Authorised By” field, visible on requisition printouts.…
Learn how to handle over payments and 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…
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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