TrustReq Help Documentation

Welcome Page
Account Management
- Creating a New Primary Account
- Important Account Association Warning
Clio integration
- How to import your Clio contacts into TrustReq
Security
- Two-Factor Authentication (2FA)
Billing and Payment
Remote Identity Verification (IDV)
- How to invite your client to verify their identity on TrustReq
- Is TrustReq's remote identity verification tool compliant with the Law Society of Ontario?
Types of By-law 9 forms
Trust Reconciliations
Cash Limits and Exceptions
Understanding how permissions work on TrustReq
Recording Keeping Guide
Referral Fees
REFERENCE: Text of By-Law 9 (Financial Transactions and Records)
TrustReq Referral rewards program
Project Roadmap
Terms of Use
Privacy Policy

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REFERENCE: Text of By-Law 9 (Financial Transactions and Records)

Part IV - Trust Account

This part is composed of a sections 7 to 17.

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Last updated 1 year ago