Share Description
In this course, you will learn:
- Create a legal company file
- Setup and manage trust accounts
Syllabus:
1. 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
2. Setting Up a Trust Account
- What is an IOLTA?
- Creating Accounts for Trust Management
- Creating Items for Trust Management
3. 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
4. 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
