Why arent my saved emails showing up in Law App right away
This is usually due to sorting or indexing timing, not an actual save error. Here’s what to check: Law App sorts emails by their original received date, not save date.…
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What happens if I switch Outlook profiles or devices
Switching profiles or using multiple devices resets your Microsoft Graph authentication tokens. To avoid issues: Always re-authenticate when prompted. Ensure both Law App and Outlook are refreshed. 📌 Token rules:…
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How do I perform a monthly trust reconciliation
Monthly trust reconciliations are mandatory in all Australian jurisdictions and must be completed within 15 working days of month-end. Steps in Law App:
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How does Law App distinguish General Trust from Controlled Money
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,…
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What trust reports are required for compliance
Each jurisdiction has its own requirements, but minimum reports for audit and internal control include: Monthly: Trust Reconciliation Report Trial Balance (by file) Trust Ledger (by client/matter) Receipts & Payments…
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