How to move an Infotrack invoice from one file to another
InfoTrack charge on the wrong file? Move it by editing the supplier invoice — change the file on the invoice line and in the header, then save.
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What details are needed for a compliant trust payment
A quick-reference guide outlining the key details required to process a compliant trust payment in accordance with Australian legal trust accounting regulations, including authorisation, matter linkage, and payment metho
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What’s the difference between File Notes and Documents
Understanding the distinction helps streamline your workflow and keeps your files organised. File Notes Purpose: Internal notes and memos about the matter — quick, timestamped records of what happened and…
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How do I assign or change the fee earner on a file
Learn how to assign or change the responsible, managing, or assistant employee on a file in LawApp. This ensures the correct fee earner is linked to the matter and reflected…
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What if I can’t find a file I know exists
When you can’t find a file, but you know it exists, here are some reasons why it might not show up.
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