LegalMod

Module 1: Practice & Case Management (v1.6.5)

Contacts Directory

Contact Name & Role Conflict Check Status
No contacts added yet.

Matters & Files

File Number Case Name Status
No matters created yet.

Trust Accounting & Firm Reports

Global Trust Account Ledger Report

Generate a comprehensive PDF audit report of all trust account retainers, disbursements, and transfers across all client matters for a selected date range.

Per-Matter Client Trust Ledger Report

Generate an itemized trust account statement for an individual client file for auditing or client ledger reporting.

Firm Profile & Invoice Settings