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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:…

  • 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.…

  • Being Asked to Log In Repeatedly to Outlook or Law App

    This is usually due to Microsoft’s token expiry rules under their Graph API model. Here’s how it works: Law App stores Graph tokens for 90 days. If unused for 14…

  • 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:

  • 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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