NEW STATEMENT OF ACCOUNT

Simplify the preparation of client statements

We’ve introduced a new Statement of Account in LEAP, developed in response to firm feedback and shaped by direct firm input, to provide a clear and accurate way to report to clients.

Generate a comprehensive transactions statement directly from the Details & Correspondence tab of your Matter, covering Trust Account, Interest Bearing Deposit and Office Accounting transactions for funds received and paid on behalf of your clients. A key feature of the app is the ability to include anticipated payments, allowing you to accurately report to clients on important funds that are yet to be transacted.

The Statement of Account is accessible as a table on relevant Matter Types under the Commercial, Conveyancing & Property, Estate Planning & Administration and Trust areas of law by default and can be added to any other matters as required.

Click HERE for the Help Centre article How to complete a Statement of Account for more information and guidance on using the Statement of Account.

To provide feedback on the Statement of Account or any matter updates, please submit content feedback: