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…
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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…
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Set File Rate for an Individual File for Timesheets
This guide provides a straightforward process for updating file rates and timesheet entries, ensuring accurate billing. By following these steps, users can efficiently set specific rates for employees or rate…
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Number Sequencer — How Automatic Reference Numbers Work in Law App
Understand how Law App automatically generates reference numbers for payments, receipts, invoices and other transactions, and how to customise them in the Number Sequencer settings.
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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.
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