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Where can I see the full history of my law firm’s trust account?
Where can I see the full history of my law firm’s trust account?

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

S
Written by Sarah Schneider
Updated over a week ago

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

OVERVIEW

Click the Billing Tab.

On the right side of the screen will be the Trust Account Overview widget. Click the View Account Activity link to view the detailed trust account ledger (pictured below).

Below is a screenshot of the trust account ledger.

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