Absolutely. For audits, file reviews, and transparency with clients, Law App offers: Trust Statement (by File): Complete transaction history with running balance. Trust Ledger Summary: By file, client, or date…
Law App follows trust compliance protocols for approvals: All receipts and payments are stamped with the user ID and timestamp. Payments and Receipts: both require an “Authorised By” field, visible…
This is flagged as a breach in most jurisdictions, and reconciliation must be corrected immediately. Steps to resolve Check for unpresented cheques or EFTs. Confirm deposits were entered correctly with…
Yes — Law App includes safeguards to prevent trust account overdraws, as required under the Legal Profession Regulations. However, it also allows for controlled recording of overdraws only when they…
What is Transit Money? Transit money refers to funds received by a law practice with instructions to pay or deliver them to a third party (not the client). These funds…
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