The Law Society of Alberta (LSA) sets rules and standards to ensure trust funds are handled safely and in the public interest. Firms must designate a Responsible Lawyer who is approved to open, operate, and maintain the trust account and who is responsible for Trust Safety reporting.
Important Note About Trust Safety Reports
- Running a Trust Safety Report locks the accounting entries, similar to a Bank Reconciliation or GST/HST report.
- Even running a “Preview” will lock the entries.
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After generating a Preview:
- Save the PDF immediately
- Delete the Preview to avoid unnecessary locks
Identify the Responsible Lawyer
You must assign the Law Society Responsible Lawyer in the User Profile.
- Go to Admin > Firm > Users > Users tab.
- Edit the user of the Responsible Lawyer using the pen icon.
- Open the Associations subcategory
- Enter the Law Society Number
- Click Save
Configuring Alberta Provincial Settings
You must define the Law Society website and Responsible Lawyer initials.
- Go to Admin > Firm > Settings > Provincial tab.
- Select the Alberta section
- Enter:
- Law Society website URL
- Responsible Lawyer initials
- Click Save.
Setting the Trust Safety Reporting Period
To generate and close a Trust Safety period:
- Go to Report > Banking > Trust Safety tab.
- Enter the Start Date and End Date for the Trust Safety period
- Confirm the Responsible Lawyer initials (auto-filled)
- Review the Law Society website link (shown in light blue and clickable)
Generating the Reports
Option A: Preview Only
- Click Preview documents to be submitted
- Use this option to review reports
Remember, Preview still locks entries
Option B: Final Submission (Close the Period)
- Click Produce final documents and close period
- Click Submit. An information message will appear indicating the report may take time to generate
After Submission
- The closed Trust Safety report will appear in Previous Periods
- The next reporting period start date will automatically display in Period to Initialize
Updated