Controlled Money -vs- Investment Money
Controlled money and investment money are both trust money invested on behalf of the client — the difference is who initiates the direction. Law App handles both identically. This guide…
-
-
How to set up a Controlled Money Account in Law App
Set up a Controlled Money Account in Law App and configure separate trust receipt numbering to meet law society trust accounting requirements.
Need Support?
Can’t find the answer you’re looking for? Don’t worry we’re here to help!