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  • Law App Asking for Microsoft Permission — First-Time Setup

    This prompt appears the very first time you use Law App with Microsoft 365 and Outlook. It’s part of Microsoft’s secure Graph API integration and is expected behavior. To proceed…

  • How to add your Infotrack login to Law App so you can perform searches

    To perform searches with InfoTrack you will need to add your InfoTrack Login to your account for each employee. To do this go to the Employee section in Law App…

  • Transaction Sequences — Automatic Transaction Numbers in Law App

    Learn how Law App’s Transaction Sequences generate invoice, receipt and payment reference numbers — and how to reset the next number safely.

  • 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.

  • Setting up Bank Feeds in Law App

    Connect your bank to Law App using Fiskil to automatically sync transactions every hour — no more manual statement imports.

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