Law App separates these under trust account setup: General Trust: Pooled account used for multiple clients. Controlled Money: Designated bank account for a specific client (required for some property matters,…
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: Require an “Authorised By” field, visible on requisition printouts.…
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…
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