Trust Audit Log Report

Modified on Mon, 14 Nov 2022 at 12:56 AM


Audit trail on all configured trust accounts that lists a summary of each operation, the user that performed the audit, the assigned matter/client, and date. You can generate the report across multiple accounts and for a custom date range.


This report is useful in that it helps you meet your Trust compliance regulations. These records can be used to see who did what in the Trust accounts.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article