Import Bank Statements (OFX) into Law App
Import an OFX bank statement into Law App when bank feeds aren’t available. Download the file from your bank and upload it, no editing needed.
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How to Make a Cheque Payment in Law App
Learn how to make a cheque payment in Law App by changing the Fund Type to CHQ, and how to update your cheque numbering sequence in the Number Sequencer
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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
No bank feed or OFX file? Learn how to prepare and import a bank statement CSV file into Law App, avoid formatting errors and prevent duplicates.
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