Handling Transit Money under Queensland & NSW Guidelines
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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Import Bank Statements (OFX) into Law App
Manually import bank transactions into Law App using OFX Files. This guide walks you through each step, from selecting the file type to uploading and reviewing imported transactions.
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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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Controlled Money -vs- Investment Money
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…
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Import Bank Statements (CSV) into Law App
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…
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