• 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.

  • Import Bank Statements (CSV) into Law App

    Manually import bank transactions into Law App using either OFX or CSV files. This guide walks you through each step, from selecting the file type to uploading and reviewing imported…