Trust accounting
Trust accounting built into the practice workflow.
Trust money is handled in the same system as the matter it belongs to — sequential numbering, reversal-only corrections, approvals, reconciliation and a complete audit trail.
What it does
Trust ledgers
General trust and matter ledgers with running balances and negative-balance alerts.
Receipts
Sequentially numbered receipts, cancellations preserved rather than deleted.
Payments
Payment requests, approval policies and maker-checker separation.
Transfers
Matter-to-matter transfers with their own approval and audit path.
Controlled money
Controlled money accounts recorded separately from general trust money.
Bank reconciliation
CSV import or a configured bank feed, with statement lines matched to trust transactions.
Locked periods
Closed periods prevent retrospective change; corrections are made by reversal.
Withdrawal authorities
Costs from trust follow notice, waiting period, authorisation and payment.
Reports and examiner access
Trust reporting and an examiner-oriented read view of the records.
Important: Lexora is not certified, approved, endorsed or reviewed by any regulator, Law Society or external examiner. The trust module is designed around the Legal Profession Uniform Law and the Uniform General Rules 2015 (optimised for New South Wales and configurable by jurisdiction), and must be independently examined by a qualified trust accounting specialist before being used for real trust money.
Reconciliation that stays close to the ledger.
Imported statement lines are matched to trust receipts and payments; confident matches reconcile automatically and anything uncertain waits for a person.
A brighter practice ahead.
Bring your matters, communications, time, billing and trust together with Lexora.