Enforce strict operational segregation between trust and business funds with individual client ledgers, transfer authorizations, and supported audit records.
Maintain clear boundaries between fiduciary trust monies and firm operating revenue in accordance with South African practice requirements.
Enforce a strict operational boundary separating client trust monies from business operating capital.
Maintain granular trust balances and transaction histories allocated to specific clients and legal matters.
Require authorized partner sign-off before transferring earned fees from trust accounts into business revenue.
Track every trust deposit, payment, and transfer with recorded actor details, timestamps, and matter references.
Generate professional trust deposit receipts and balance summaries for clients and auditing practitioners.
Leverage configurable tools designed to assist legal practices in maintaining high standards of fiduciary record-keeping.
Maintain strict fiduciary discipline across all trust transactions.
Record client trust deposit, attach bank confirmation, and issue an official trust receipt.
Monitor individual client balances before incurring authorized matter disbursements.
Authorize transfers of earned fees from trust to business only upon approved invoice issuance.
Generate trust settlement statements and export audit logs for accounting reviews.
Discover how Lexuno ensures transparency, accountability, and operational segregation.
Trust records operate independently from operating billing to prevent commingling.
Trust fund transfers require explicit partner authorization linked to approved invoices.
Every balance modification produces a timestamped record with actor attribution.
Every cent in trust remains directly tied to an identified client and matter record.
Frequently asked questions about trust ledger & fund segregation, operational workflows, and security.
Lexuno enforces a strict operational boundary between trust ledgers and business billing, preventing accidental commingling of client funds and operating capital.
Yes. Every matter maintains its own dedicated trust balance, giving fee earners and billing administrators immediate visibility before incurring disbursements.
Trust-to-business transfers require explicit partner authorization linked to an approved, issued fee invoice.
Yes. Every deposit, disbursement, and transfer produces recorded audit entries with actor details, timestamps, and matter references.
Yes. You can generate matter-specific trust statements showing all historical deposits, approved transfers, and current balances for client reporting and audit reviews.
Experience structured, segregated trust accounting with Lexuno today.