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How to Generate an LSA Trust Report


  • Run an LSA Trust report
  • Run a report that:
    • helps firms stay compliant with the Law Society of Alberta by providing records of Trust Account activity.


  • Clio Manage

Additional Information:

For more information on the LSA Trust report, click here


  1. Select Reports from the main navigation menu
  2. Select "LSA Trust" from the list of available reports
  3. Select the appropriate report options based on the criteria you would like to report on
  4. Select the Output Format
  5. Click Generate Report
  6. If necessary, convert the report from a text file to columns in Excel.


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