Learn how to open a new file in Law App, including watching prerequisite training on opening contacts to ensure accurate...

Watch the Trust Payment – How To video 1. Click on “Trust” in the left-hand menu of the Law App....

Provide clients with their full outstanding balance by generating a Debtor Statement. It shows current charges, unpaid invoices, and the total due across all files.

Receipts in Law App can be corrected, but the method depends on whether they are draft, finalised, allocated, or reconciled. Learn when you can edit directly and when you must use a corrective journal.

Law App separates receipting from allocation to maintain compliance and flexibility. Learn how receipting records money in the bank, while allocation applies it to invoices.

Draft invoices in Law App don’t appear in debtor statements and may not show in some reports. Learn how to identify drafts and finalise them to keep your records accurate.

A detailed step-by-step guide for archiving and unarchiving files in Law App, including how to verify financials, configure archive locations, manage archive numbering sequences, and follow best practices for system updates.

Learn how to add a timesheet entry in Law App, choose the correct rate, enter units, and ensure the entry is billable. This help sheet walks you through the full process with simple, practical steps.