User guide

Getting started

1. Open https://app.lawyertrustaccount.com.
2. Sign in with your LawTrust username and password (admin account from purchase / Client registration, or a team user your admin created).
3. A Web subscription has full access. Desktop-only plans get a 7-day Web trial from first sign-in; after that, subscribe to a Web plan on the Purchase page.
4. After sign-in you land on Trust Account — clients on top, deposits and checks below.

Need a subscription? Purchase LawTrust (choose Desktop or Web).

Desktop vs Web

Purchase offers one product at a time — Desktop or Web (not a combined bundle).

• LawTrust Desktop — Windows PC app, licensed by computers (1 / 2 / 3 / 4+ PCs). Local .mdb data; check printing on your printer.
• LawTrust Web — browser app, licensed by users who sign in (1 / 2 / 3 / 4+ users). Cloud data; works on PC, laptop, tablet, or phone.
• Desktop subscribers keep using Desktop as usual. They may try Web for 7 days, then need a Web plan to continue in the browser.
• To switch products later: cancel the old PayPal plan, subscribe to the other on the Purchase page, and (for Web) import your desktop CSV if you are moving data to the cloud.
• New to Web with no username yet? On Purchase → Web, choose I’m new — create my LawTrust Web admin account, then pick a plan and pay with PayPal.

Password

• Forgot password? On the sign-in page, enter your username or account email. Open the link we email (valid 1 hour) and choose a new password.
• Change password while signed in: sidebar footer → Password (or Account tools). Enter current password, then the new one twice.
• Admins change the main Client registration password. Team users change only their own login. While View as is active, Change password updates that team user’s password.
• Avoid quotes and \ ` ; in passwords (they can break older account storage).
• If you get no reset email, confirm the address on file or contact jagjeet8704@gmail.com.

Home

Trust Account shows Client Information on top and Detailed Entries underneath.

• Click a client to highlight them, then use Deposit or Write Check. Those open as popups on this page.
• New Client, Edit, and Ledger also open as popups over Trust Account — not separate pages.
• Plan and renewal show at the top for the account admin.
• Use the left sidebar for Reconcile, Reports, Team users (admin), Account, Preferences, Backup, and Import.

Clients

Manage your trust clients and contact details.

• Search by name, file #, attorney, or email. Sort by clicking Name / File # / Attorney.
• Filter Active, Archived, or All.
• Click a client name to select them on Trust Account.
• New Client / Edit / Deactivate are on the Client Information toolbar. New Client and Edit open as a popup. Attorney, cell, fax, website, and date opened are on that form. You can add an opening deposit when creating a client.
• Deactivate archives the client. If uncleared items exist, you’ll get a warning — those items stay on Master Ledger in red. Restore from Archived. Delete forever only after archive.
• Export CSV downloads your client list (or this client’s entries from Detailed Entries).
• IOLTA interest: use a client named Interest (same process as desktop).

Ledger

All deposits and debits for your clients.

• Open Ledger for the latest firm-wide activity, or open a client first for a running balance and Actual Balance.
• Search by check #, payee, memo, file #, client name, or a date (YYYY-MM-DD or M/D/YYYY).
• Filter by status: All, Cleared (C), or Not cleared (NC).
• Sort by date, check #, payee, or client — or click column headers.
• Deposit and Write Check are separate buttons. Write Check saves the debit; Save & Print opens a printable voucher (paper check layouts stay on Desktop).
• Reconcile, Export CSV, Ledger Report, Print Report, and (per client) Un-clear All are on the toolbar.

Add / edit transactions

• Choose the client, date, and whether the entry is a Deposit or Debit (check).
• Enter amount, optional check #, payee, and memo/details.
• Set initial status to C (cleared) or NC (not cleared).
• Edit or delete a deposit or check from Detailed Entries / the edit screen.
• If a debit leaves the client balance negative, you’ll see a warning after save (or a block, if set in Preferences).

Cleared status (C / NC)

• Select one or more Detailed Entries rows (checkbox or click the row), then use Change Status → C or NC. All selected rows update at once.
• You can still click C or NC in the Status column to toggle a single row.
• C = cleared at the bank; NC = still outstanding.
• Un-clear All (on a client ledger) marks every cleared item for that client back to NC — useful when restarting a reconcile.

Reconcile (Master Ledger)

Match uncleared items to your bank statement.

• Shows uncleared (NC) items only.
• Displays Actual balance (all transactions), Cleared balance, and count of uncleared items.
• Click NC on a row to mark it cleared as you match your bank statement.
• Filter by client or search; sort by Check # to group deposits.

Reports

Printable ledgers, summaries, and accounting reports.

• Pick a report type: summary, reconciliation (uncleared), ledger, debit list, credit list, cleared, non-cleared, all checks/deposits, or complete accounting.
• Set Date from / to (defaults: Jan 1 of this year → today), optional client, Sort by, payee, file #, and “checks only”.
• Use Print for a clean printout (firm name and print date appear on the report).
• From a client ledger, Ledger report opens Reports already filtered to that client.

Export CSV

Download your clients or transactions as a CSV file.

• Open Export (from Ledger toolbar or go to /export).
• Choose Transactions or Clients.
• Scope: All clients or One client only.
• Optional filters: date range, payee, file #, cleared status.
• Transaction CSV columns: TransDate, CName, ChkNo, PayTo, Details, Debit, Credit, Status.

Import

Bring existing desktop (or sample) data into the web app.

• Upload a desktop Export CSV, a clients template CSV, or a LawTrust .mdb file when supported on the server.
• Append adds to existing data; Replace wipes this workspace’s web clients/transactions first — use carefully.
• Each login (admin or team user) has its own clients and ledger. Import goes into the workspace you are signed in as (or View-as).
• Sample templates are linked on the Import page for practice.

Team users

Available to the account admin on Web plans with seats (2 / 3 / 4+ users). W1 is admin only.

• Open Team users in the sidebar (or footer). Seats used show as active team logins vs your plan limit.
• Add user — create a username, display name, email, and password. Each person gets their own trust data (clients, ledger, preferences). They cannot see each other’s data or billing.
• Edit — change name, email, username, or set a new password.
• View as — work in that user’s workspace. A banner shows “Viewing as…”. Use Go back to admin when finished. Billing stays hidden while View-as is on.
• Deactivate — blocks sign-in; keeps their data. Activate restores them if a seat is free.
• Delete — after confirmation, removes the login and all of that user’s clients, transactions, and preferences. Cannot be undone except from a backup.
• Your admin login stays in Client registration (Manage Clients). Team users are separate rows under your firm.

Account & renewal

• Admin only: firm name, username, email, plan, product access (Desktop / Web), and next renewal date.
• If you are on a Desktop plan during the Web trial, Account shows how many trial days remain.
• Renew or change Web plan — PayPal buttons for Web yearly plans (1 / 2 / 3 / 4+ users) are on this page, linked to your admin username. After PayPal confirms, sign out and back in to see new dates.
• Need Desktop instead? Use the Purchase page link (Desktop tab) from Account.
• Team users and View-as sessions do not see billing.
• If renewal is past due, a banner appears at the top with a link to renew.

Preferences

Firm defaults for currency, dates, and balance warnings — stored per login workspace.

• Business name — printed on reports (optional override of account firm name).
• Currency and date format for ledgers and reports.
• Balance not enough — warn only, or block debits that would overdraw a client.
• Default state / ZIP and ZIP rules for new clients.

Backup & Restore

Download or restore a full copy of your cloud workspace (the login you are using).

• Download backup — JSON file with clients, transactions, and Preferences for this workspace.
• Restore — upload that file; type REPLACE to confirm. This deletes current web data for this workspace, then loads the backup.

Theme & sidebar

• Theme (moon icon) switches light / dark mode; your choice is remembered.
• On a large screen, the chevron on the brand collapses the sidebar to icons only.
• On phones/tablets, use the menu button to open the sidebar drawer.
• Sidebar footer (signed in): Account (admin), Team (admin), and Password.

Desktop-only features

These stay in the Windows app — Web covers the same day-to-day trust accounting without them.

• Check Top / Middle / Bottom layouts, Check Editor, custom check templates, and printer fonts.
• Local database path (LawTrust.mdb), Error 70 lock help, and USB/Dropbox .mdb backup.
• MAC / “N Computers” seats — Web uses user seats instead.

Desktop download and the full Windows program manual: lawyertrustaccount.com/download.

Tips

• Day-to-day work happens on Trust Account: Deposit, Write Check, Client Master, and Ledger open as popups.
• Use opening deposit, archive/restore, C/NC, Un-clear All, Complete Accounting Report, import/export, and JSON backup as needed.
• Dates display in US format (e.g. Jan 15, 2025); amounts use dollars. Renewal and alert dates follow US time.
• Each team login is a separate books — do not expect a shared firm ledger across users.

Support

Email jagjeet8704@gmail.com · Website support · Purchase / renew

LawTrust Web 1.0.0