How to Unlock and Lock Users in Law App Quick tutorial on How to Unlock and Lock Users account in LawSupport. Follow simple steps with screenshots to manage user...
Automatically open Email and Word Docs, after download from Chrome Quick tip: Make emails, PDFs, and Word docs open automatically after download by choosing “Always open files of this type” in Chrome or Edge.
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.
Import Bank Statements (OFX) into Law App Manually import bank transactions into Law App using OFX Files. This guide walks you through each step, from selecting the file type to uploading and reviewing imported transactions.
How to Issue Payslips in Legal Payroll Generate payslips in Legal Payroll by selecting your pay period, choosing employees, and emailing or downloading payslips for your records.
How to Enter and Allocate Supplier Payments in Law App Step-by-step instructions for entering and allocating supplier payments in Law App, including tips for handling large multi-invoice payments.
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.
How to Lock Out a User from Law App Learn how to temporarily lock a user's access in Law App, or fully remove their permissions. This guide walks you through the steps using the Admin panel.