LawConnect - Sharing Account Statements

How To

Securely share operating and trust statements using LawConnect.

Your recipient(s) can view their operating and trust statements in real-time and pay outstanding invoices, retainer replenishments and trust funds request through Online Payments.

It is easy for you to share statements directly from your electronic matter and unlike email, you can also revoke access at any time. When you no longer wish to share your account statements, retainer replenishments and trust funds requests, you can stop sharing at any time.

All statements are stored safely in Amazon Web Services, the same facilities where your LEAP data is stored.

Before sharing statements, you may want to notify recipient(s) that you'll be sharing statements using LawConnect for the duration of the matter. You can share this information with your clients to let them know how to use LawConnect.

Desktop
Web

Share an Operating Statement

Open the matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Click the Operating Account > Expenses & Receivables tabs.
Click Share Statement on the toolbar.

The LawConnect window will open.
Cards associated with the matter are listed in the To field. Select the person(s) you wish to share the statement with.
Select an Access option:
- Statement of Account - will share all current invoices that are outstanding.
- Receivables Ledger - will share all invoices, payments received, adjustments and reversals.
You can write a Message (Optional).
Click Share.

The statement is now shared.

The recipient(s) will receive an email notifying them that they need to log into LawConnect to view the shared information.

View a Bill

Your client will see the following invoice details you shared in LawConnect:

Invoice and Transaction Date
Invoice and Transaction Number
Invoice and Transaction Description
Invoice Total
Amount Paid
Amount Due

Download Statement of Account

At any time, shared recipient(s) will have access to download the Statement of Account - Receivables Ledger Report from LawConnect by clicking Download Statement.

Pay a Bill

If your firm is Online Payments enabled, your clients will be able to pay the bills you share with them through LawConnect.

Your clients can Pay each invoice that you shared with them through LawConnect. This will then create a corresponding entry in the LEAP matter when the payment is received.

In the Pay Your Legal Bill window, the invoice amount and number will be automated. Your client should simply add their credit card information and click Pay Securely Now.

Click to edit heading

Your clients can click Preview and Pay in the Account Summary section of LawConnect to view and pay any outstanding invoices/balances.

Click to edit heading

If any additional invoices or changes are made in the Expenses & Receivables tab, shared recipient(s) will be able to see these instantly.

Share a Retainer Replenishment (Online Payments Only)

Open the matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Click the Operating Account > Retainer & Credits tabs.
Select the Retainer Replenishment.
Click Share Replenishment on the toolbar.

The LawConnect window will open.
Cards associated with the matter are listed in the To field. Select the person(s) you wish to share the Retainer Replenishment with.

Sign In to view is the only Access option.
You can write a Message (Optional).
Click Share.

The Retainer Replenishment is now shared.

The recipient(s) will receive an email notifying them that they need to log into LawConnect to view the shared information.

Pay a Retainer Replenishment

Your clients will be able to Pay each Retainer Replenishment that you shared with them through LawConnect.

This will then create a corresponding entry in the LEAP matter when the payment is received.

Share a Trust Statement

Open the matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Click the Trust Funds > Trust Accounts tabs.
Select the relevant Trust Account using the drop-down on the top-right of the ledger.
Click Share Statement on the toolbar.

The LawConnect window will open.
Cards associated with the matter are listed in the To field. Select the person(s) you wish to share the statement with.

Sign In to view is the only Access option.
You can write a Message (Optional).
Click Share.

The statement is now shared.

The recipient(s) will receive an email notifying them that they need to log into LawConnect to view the shared information.

View Trust Account

Your client will see the following trust account details you shared in LawConnect:

Entry Date
Transaction Number and Description
Trust Account Name
Transaction Amount
Trust Account Balance
Total Deposits
Total Withdrawal

Download Trust Account Statement

At any time, shared recipient(s) will have access to download the Trust Account Statement from LawConnect by clicking Download Statement.

Click to edit heading

If any additions or changes are made in the Trust Accounts tab, shared recipient(s) will be able to see these instantly.

Share a Trust Funds Request (Online Payments Only)

Open the matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Click the Trust Funds > Trust Accounts tabs.
Select the relevant Trust Account using the drop-down on the top-right of the ledger.
Select the Trust Funds Request.
Click Share Requested on the toolbar.

The LawConnect window will open.
Cards associated with the matter are listed in the To field. Select the person(s) you wish to share the Trust Funds Request with.

Sign In to view is the only Access option.
You can write a Message (Optional).
Click Share.

The Trust Funds Request is now shared.

The recipient(s) will receive an email notifying them that they need to log into LawConnect to view the shared information.

Pay a Trust Funds Request

Your clients will be able to Pay each Trust Funds Request that you shared with them through LawConnect.

This will then create a corresponding entry in the LEAP matter when the payment is received.

Share Trust Statements in Bulk

You can share trust statements across multiple matters at the same time by using the Share Statement window. The Share Statement window is useful for issuing trust statement information at regular intervals such as at the end of a financial year.

Click the LEAP Menu > Accounting > under Trust Accounting > Share Statement.

The Share Statement window will open.
Click along a matter to add or change the person you wish to share with.
Tick the matters.
Click Share.

The statements are now shared.

The recipients will receive an email notifying them that they need to log into LawConnect to view the shared information.

View Trust Account

Your clients will see the following trust account details you shared in LawConnect:

Entry Date
Transaction Number and Description
Trust Account Name
Transaction Amount
Trust Account Balance
Total Deposits
Total Withdrawal

Download Trust Account Statement

At any time, shared recipients will have access to download the Trust Account Statement from LawConnect by clicking Download Statement.

Click to edit heading

If any additions or changes are made in the Trust Accounts tab, shared recipient(s) will be able to see these instantly.

Stop Sharing an Operating Statement

There are two ways to stop sharing an operating statement:

Via Matter

Open the matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Click the Operating Account > Expenses & Receivables tabs.
Click Manage access at the top of the ledger.
In the Access section next to the recipient you wish to stop sharing with, click the drop-down menu and select Revoke.
Click Update.

When you revoke access, the recipient(s) can no longer view the statement via LawConnect.

Via Shared Items

Click the LEAP Menu > Home > View LawConnect Shared Items.

The Shared Items window will open.
Search for the statement required.
Right-click the item and select Manage Access.

Click to edit heading

Should you wish to revoke the access of the statement for all users at once, right click the item and instead, select Revoke Access.
In the Access section next to the recipient you wish to stop sharing with, click the drop-down menu and select Revoke.
Click Update.

The item will no longer appear in the Shared Items window.

When you revoke access, the recipient(s) can no longer view the shared statement via LawConnect.

Stop Sharing a Retainer Replenishment (Online Payments Only)

There are two ways to stop sharing a retainer replenishment:

Via Matter

Open the matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Click the Operating Account > Retainer & Credits tabs.
Open the Retainer Replenishment.
Click Manage access at the bottom of the window.
In the Access section next to the recipient you wish to stop sharing with, click the drop-down menu and select Revoke.
Click Update.

When you revoke access, the recipient(s) can no longer view the retainer replenishment via LawConnect.

Via Shared Items

Click the LEAP Menu > Home > View LawConnect Shared Items.

The Shared Items window will open.
Search for the retainer replenishment.
Right-click the item and select Manage Access.

Click to edit heading

Should you wish to revoke the access of the statement for all users at once, right click the item and instead, select Revoke Access.
In the Access section next to the recipient you wish to stop sharing with, click the drop-down menu and select Revoke.
Click Update.

The item will no longer appear in the Shared Items window.

When you revoke access, the recipient(s) can no longer view the shared retainer replenishment via LawConnect.

Stop Sharing a Trust Statement

There are two ways to stop sharing a trust statement:

Via Matter

Open the matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Click the Trust Funds > Trust Accounts tabs.
Select the relevant Trust Account using the drop-down on the top-right of the ledger.
Click Manage access at the top of the ledger.
In the Access section next to the recipient you wish to stop sharing with, click the drop-down menu and select Revoke.
Click Update.

When you revoke access, the recipient(s) can no longer view the statement via LawConnect.

Via Shared Items

Click the LEAP Menu > Home > View LawConnect Shared Items.

The Shared Items window will open.
Search for the statement required.
Right-click the item and select Manage Access.

Click to edit heading

Should you wish to revoke the access of the statement for all users at once, right click the item and instead, select Revoke Access.
In the Access section next to the recipient you wish to stop sharing with, click the drop-down menu and select Revoke.
Click Update.

The item will no longer appear in the Shared Items window.

When you revoke access, the recipient(s) can no longer view the shared statement via LawConnect.

Stop Sharing a Trust Funds Request (Online Payments Only)

There are two ways to stop sharing a trust funds request:

Via Matter

Open the matter.
Click LEAP Accounting.

LEAP Accounting will open in a new window.
Click the Trust Funds > Trust Accounts tabs.
Select the relevant Trust Account using the drop-down on the top-right of the ledger.
Open the Trust Funds Request.
Click Manage access at the bottom of the window.
In the Access section next to the recipient you wish to stop sharing with, click the drop-down menu and select Revoke.
Click Update.

When you revoke access, the recipient(s) can no longer view the trust funds request via LawConnect.

Via Shared Items

Click the LEAP Menu > Home > View LawConnect Shared Items.

The Shared Items window will open.
Search for the trust funds request required.
Right-click the item and select Manage Access.

Click to edit heading

Should you wish to revoke the access of the statement for all users at once, right click the item and instead, select Revoke Access.
In the Access section next to the recipient you wish to stop sharing with, click the drop-down menu and select Revoke.
Click Update.

The item will no longer appear in the Shared Items window.

When you revoke access, the recipient(s) can no longer view the shared trust funds request via LawConnect.

Share an Operating Statement

Open the matter.
Hover over the Operating Account tab and click Expenses & Receivables.
Click Share Operating Account.

The Share Operating Account window will open.
Cards associated with the matter are listed in the Recipient(s) field. Select the person(s) you wish to share the statement with.
Select a Statement Type option:
- Statement of Account - will share all current invoices that are outstanding.
- Receivables Ledger - will share all invoices, payments received, adjustments and reversals.
You can write an optional Message To Recipient(s).
Click Share.

The statement is now shared.

The recipient(s) will receive an email notifying them that they need to log into LawConnect to view the shared information.

View a Bill

Your client will see the following invoice details you shared in LawConnect:

Invoice and Transaction Date
Invoice and Transaction Number
Invoice and Transaction Description
Invoice Total
Amount Paid
Amount Due

Download Statement of Account

At any time, shared recipient(s) will have access to download the Statement of Account - Receivables Ledger Report from LawConnect by clicking Download Statement.

Pay a Bill

If your firm is Online Payments enabled, your clients will be able to pay the bills you share with them through LawConnect.

Your clients can Pay each invoice that you shared with them through LawConnect. This will then create a corresponding entry in the LEAP matter when the payment is received.

In the Pay Your Legal Bill window, the invoice amount and number will be automated. Your client should simply add their credit card information and click Pay Securely Now.

Click to edit heading

If any additional invoices or changes are made in the Expenses & Receivables tab, shared recipient(s) will be able to see these instantly.

Share a Trust Statement

Open the matter.
Hover over the Trust Funds tab and click Trust Accounts.
Select the relevant Trust Account using the filter on the top-right of the ledger.
Click Share Trust Account.

The Share Trust Account window will open.
Cards associated with the matter are listed in the Recipient(s) field. Select the person(s) you wish to share the statement with.

Sign In to View is the only Access option. It requires the recipient to sign in or create a LawConnect account.
You can write an optional Message To Recipient(s).
Click Share.

The statement is now shared.

The recipient(s) will receive an email notifying them that they need to log into LawConnect to view the shared information.

View Trust Account

Your client will see the following trust account details you shared in LawConnect:

Entry Date
Transaction Number and Description
Trust Account Name
Transaction Amount
Trust Account Balance
Total Deposits
Total Withdrawal

Download Trust Account Statement

At any time, shared recipient(s) will have access to download the Trust Account Statement from LawConnect by clicking Download Statement.

Click to edit heading

If any additions or changes are made in the Trust Accounts tab, shared recipient(s) will be able to see these instantly.

Last Modified Date

1/14/2026 5:36 PM

Title

LawConnect - Sharing Account Statements

URL Name

Sharing-Account-Statements-via-LawConnect-US

Resolution