TrustReq Help Documentation
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  • Welcome Page
  • Account Management
  • Clio integration
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  • Billing and Payment
  • Remote Identity Verification (IDV)
  • Types of By-law 9 forms
  • Trust Reconciliations
  • Cash Limits and Exceptions
  • Understanding how permissions work on TrustReq
  • Recording Keeping Guide
  • Referral Fees
    • Watch: How to generate a referral fee agreement
    • Watch: How to fill and manage the Law Society of Ontario's "Referral Fee Checklist"
    • Watch: How to record a referral fee transaction
    • Is the LSO's "Referral Fee Agreement" form mandatory?
    • What's the difference between a "matter" and a "referral fee matter" on TrustReq?
  • REFERENCE: Text of By-Law 9 (Financial Transactions and Records)
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  1. Referral Fees

Watch: How to record a referral fee transaction

PreviousWatch: How to fill and manage the Law Society of Ontario's "Referral Fee Checklist"NextIs the LSO's "Referral Fee Agreement" form mandatory?

Last updated 1 year ago