LexTabs Documentation

Complete setup walkthrough for new users

Configure your organization and user settings

Record your first client trust transaction

Manage team access and permissions

Record, edit, and track all trust transactions with real-time balance calculations

Organize transactions by client and matter with detailed ledgers

Connect and manage multiple bank accounts with automatic transaction import

Import, categorize, and match bank transactions to trust records

Compare bank statements, bank transactions, and trust records with variance analysis

Upload and process PDF bank statements for reconciliation

Automatically categorize bank transactions using machine learning

AI-powered detection and parsing of wire transfer details from bank descriptions

Create detailed wire transfer instructions with recipient verification

Save and reuse wire transfer templates for frequent recipients

Biometric and passcode verification for wire transfers

Complete audit trail for all wire transfer activities

Two-way sync with Clio for matters, clients, and transactions

Generate detailed trust ledger reports by client, matter, or date range

Automated PDF reports for monthly reconciliation results

Track and report on stale or inactive client funds

Generate 1099 forms for interest and fee payments

Manage multiple law firms or practice groups

Define custom roles and permissions for team members

Manage subscriptions, payments, and usage tracking

Configure organization-wide settings and preferences