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How to Generate an LSA Trust Report

Objective:

  • 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.

Environment:

  • Clio Manage

Additional Information:

Clio has an LSA (Law Society of Alberta) Trust Report, which is disabled by default. To get the LSA Trust Report enabled please contact Support at support@clio.com or call us at +1-888-858-2546 ext 2. For more information on the LSA Trust report, click here.

Procedure:

  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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