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My Law Firm's Trust Account Full History
My Law Firm's Trust Account Full History
Updated over 5 months ago

To view the account ledger for your firm's trust account, follow these simple steps:

  1. Go to the Payment Tab.

  2. Refine using the Bank Account filter.


You can also create a trust Account Summary report. The trust account report is essential for attorneys who handle trust accounts, as it provides a detailed breakdown of all the deposits in the account and ensures compliance with trust accounting regulations.

To see the Account Summary report:

  1. Select the Reports Tab.

  2. Select the Trust Account Summary link.

  3. Add a Date for the summaries you want to see.

  4. Click the Run Report button.

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