KCS - How to Generate an LSA Trust Report

Objective:

  • Run aLSA 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 Web App

Additional Information:

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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