We are based in British Columbia. We know British Columbia requirements. We can respond to the needs of British Columbia lawyers, and we can easily support users in British Columbia.
LawStream is ready for Trust Administration Fees, reporting to assist with new trust audit requirements, and sales tax on client accounts. Whatever other requirements might be imposed on B.C. lawyers (for timekeeping, trust accounting, etc.), we plan to continue to make sure LawStream will satisfy those requirements. Click on any of the following links, to learn more about these features and other resources:
- detailed guide for the new trust audit report
- detailed guide for practice declaration
- detailed guide for trust administration fee
- to help categorize related/associated clients, : click here for a sample report in pdf format or click here for an image of the entry window or click here for another image
- a trust report with summary of totals, etc., for audit and reporting purposes
- reports including identification of dormant trust accounts
- another view of trust report showing files with no recent trust activity, but with trust balances
- sample report showing trust details for audit and general purposes
- click here to see the wide variety of trust/audit reports available
- report showing percentage of billings for each client, for date range
- reports that show clients' contributions (fees paid) to your firm, and your firm's reliance on those clients
- how LawStream's client/contact entry window includes access to features for managing groups of contacts
- the entry window for managing groups of clients
- sample report of trust transactions for a date range, sorted by area of law
- report of trust transactions for a date range, sorted by area of law
- sample report in pdf format, showing related names
- another example of the entry window for assigning a file to an area of law
Proper reporting for British Columbia lawyers requires the categorizing of files according to areas of law specified by the Law Society of B.C.. A new window has been added to assist you in reviewing and organizing all your files, to ensure that each of them corresponds to a "file type" specified by the Law Society. Click here to see an example of that entry window.