My Law Firm's Trust Account Full History

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.