Law Society Of Alberta - Trust Safety Accounting Upload

Law Society Of Alberta - Trust Safety Accounting Upload

Overview

This document provides information on how to generate the Law Society Of Alberta Trust Report(s).

This report pulls in all the transaction and balance information from your Matters.Cloud trust account, which can be used to verify compliance with the Law Society trust accounting requirements.

NOTE: All law firms must use the new PricewaterhouseCoopers (PwC) Connect Tool to upload the data to the Law Society. An email will be sent to all Responsible Lawyers with instructions to login and use the Connect Tool. For the Law Society Trust Report to pull in the correct information, your Matters.Cloud trust account(s) must be set up correctly.

Enable Alberta Law Society Trust Reports

Step 1: Access The Integrations Portal


The integrations portal allows you to configure integrations with common cloud-based platforms.

To access the portal simply select Setup > Integrations and locate the following tile:


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Generating The Law Society Trust Report(s)

To generate the Law Society Trust Report(s), select Finances > Law Society of Alberta, then select from one of the following reports:
  1. Accounts Receivable (AL)
  2. Trust Ledger (TL)
  3. Trust Transactions (TT)
  4. Billing Journal (BAR)
Once selected you will be prompted to enter the effective date for the report. This will be set to the end of the last financial year by default.


Uploading The Files To The Law Society

Uploading the files to the Law Society All law firms must use the new (PwC) Connect Tool to upload the data to the Law Society. An email will be sent to all Responsible Lawyers with instructions to login and use the Connect Tool. There is also information available on the Law Society website www.lawsociety.ab.ca.