Trust & accounts
Trust balances you can explain — and apply to invoices.
LawNest Firm plan includes operating and trust accounts with client-level balances, ledger statements, and the ability to apply trust directly to outstanding invoices.
- Separate operating and trust accounts with activity log
- Client trust balance visible on the client record
- Apply trust to outstanding invoices in one flow
- Ledger statements exportable for reconciliation
- Trust and operating activity tied to matters and clients
- Advanced reporting includes trust balances (Firm plan)
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