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.

Controlled money and investment money are both trust money invested on behalf of the client — the difference is who initiates the direction. Law App handles both identically. This guide explains the distinction, the money flow for each, and the governing legislation across all Australian states and territories.

Manually import bank transactions into Law App using either OFX or CSV files. This guide walks you through each step, from selecting the file type to uploading and reviewing imported transactions.