Clio's LSA Trust Report is designed to help firms stay compliant with the Law Society of Alberta by providing records of trust account activity.
To generate the Report, first click on the Reports tab in the bottom left of your page in the black ribbon. Next, scroll to the Compliance Reports section and click on LSA Trust.
On the Report Options page, choose the year to report on:
After you select the year and click Generate report, you will download a zip file containing four CSV reports.
Unzip the files.
To format these files so that they can be uploaded to the Law Society of Alberta portal, you need to edit the file names. Each file name must contain five pieces of information, separated by underscores:
- Firm Name
- Lawyer Registered Number
- File Type
- Year End Date
- Practice Management Software
When the report is generated, the file name is missing the Lawyer Registered Number. You will need to add it in manually.
Warning: It is very important that the file name is formatted correctly.
In the first example file pictured above, the filename is: "TheDraperFirm_TT_12312019_Clio.csv".
If my Lawyer Registered Number is 12345, I would edit the file name to be "TheDraperFirm_12345_TT_12312019_Clio.csv".
Rename all of the files to add your Lawyer Registered Number in the proper format, and then upload the four CSV reports to the Law Society of Alberta portal.
If you have issues or questions around uploading the report, go to www.lawsociety.ab.ca or contact the Law Society of Alberta Trust Safety department.
The Trust Safety department can be reached by email at firstname.lastname@example.org or by phone at 403-228-5632.
Where do I enter my Lawyer Registered Number?
Enter your Lawyer Registered Number on your Clio Profile Page. For details, see the "Editing User Profile Information" article. Note that this field is only available if the LSA Trust Report is enabled in your account.
I don't see the LSA Report in my Clio account. How can I enable it?
If you do not have the LSA Report available in the Reports section of your Clio account, it can be enabled by any of our Support agents. They can be reached toll-free at 1-888-858-2546.