Contacts Directory
| Contact Name & Role | Conflict Check Status |
|---|
Matters & Files Directory
| FORUM / TYPE ⇅ | CASE & CLIENT | UNBILLED WIP | TRUST BALANCE | STATUS |
|---|
Master Billing & Accounting Hub
Mixed Trust Account Balance
$0.00
General Operating Account Balance
$0.00
Total Paid Fee Revenue
$0.00
WIP (Unbilled Tasks)
$0.00
Draft Invoices
$0.00
Approved / A/R Outstanding
$0.00
Overdue A/R
$0.00
| Invoice # | Matter & Client | Bill & Due Date | Subtotal | HST (13%) | Total Amount | Status | Actions |
|---|---|---|---|---|---|---|---|
| No invoices generated yet. | |||||||
Practice Master Agenda & Deadlines
| Date & Time | Matter / File # | Agenda Event | Status | Category |
|---|
E-Signature Document Studio
| Document Title | Tagged Matter File | Signers & Recipients | Status | Date Created | Actions |
|---|---|---|---|---|---|
| No document packages prepared for e-signature yet. | |||||
Trust Accounting, HST & Financial Reports
General Operating Account Reserve Allocations
Auto-calculates savings, income tax, and HST collected reserves set aside from settled revenue.
10% General Savings Reserve:
$0.00
15% Income Tax Reserve:
$0.00
13% Net HST Account Collected:
$0.00
Business Expense, ITC & External General Income Tracker
Log operating firm expenses for Input Tax Credit recapture, or deposit external general income generated elsewhere directly into your general account.
| Date | Entry Type | Description | Amount | HST Paid (ITC Recapture) | Action |
|---|---|---|---|---|---|
| No entries logged yet. | |||||
HST Collected & ITC Recapture Audit Report
Generates a complete accounting summary of HST collected on paid invoices versus Input Tax Credits (ITCs) paid on general expenses to calculate net tax payable to CRA.
Monthly Client Statement PDF (Tasks & Trust)
Generate a comprehensive statement for a client file covering a selected billing period.
Three-Way Trust Account Reconciliation
Compare your financial institution's bank statement balance against your LegalMod trust ledgers to verify zero variance.
1. Bank Statement Balance
$0.00
2. Active Trust Ledger Balance
$0.00
3. Variance / Discrepancy
$0.00
Global Trust Account Ledger Report
Firm Profile & Practice Data Settings
Licensee & Operating Info
Upload your legal practice logo (PNG or JPG). This logo will appear automatically on all PDF invoices, client retainer agreements, and audit reports.
No logo currently loaded.
Enable native desktop and mobile banners for court dates, limitation periods, and filing deadlines without using email quotas.