Course Introduction
  • Course Introduction
Creating a Legal Company File
  • Making a Legal Company Using Express Start
  • Making a Legal Company Using the EasyStep Interview
  • Reviewing the Default Chart of Accounts
  • Entering Vendors
  • Entering Clients and Cases
  • Enabling Class Tracking for Law Firms
  • Creating Billing Line Items
Setting Up a Trust Account
  • What is an IOLTA?
  • Creating Accounts for Trust Management
  • Creating Items for Trust Management
Managing a Trust Account
  • Depositing Client Money into the Client Trust Account
  • Entering Bills to Pay from the Trust Account
  • Recording Bills for Office Expenses
  • Paying Bills from the Client Trust Account
  • Using a Client Trust Credit Card
  • Time Tracking and Invoicing for Legal Professionals
  • Paying the Law Firm’s Invoices Using the Client Funds
  • Refunding Unused Client Trust Account Funds
  • Escheated Trust Funds
Trust Account Reporting
  • Creating a Trust Account Liability Proof Report
  • Creating a Trust Liability Balances by Client Report
  • Creating a Client Ledger Report
  • Creating an Account Journal Report
Course Conclusion and Instruction Manual in PDF
  • Course Conclusion and Instruction Manual in PDF