#Short answer
Trust accounts in Beagle are a lightweight per-client ledger for tracking client funds. They help record deposits, withdrawals, adjustments, and running balances. They should not be described as full IOLTA compliance or three-way reconciliation software.
Practice note: For legal records, archiving is usually safer than deleting because it preserves history while keeping active lists clean.
#How to use this in practice
- Open the relevant Beagle section or setting described above.
- Confirm you are working in the correct firm, client, matter, or date range.
- Enter or review the information carefully before saving, billing, exporting, or relying on the record.
- If the item affects billing, trust funds, deadlines, or case history, review it a second time before sending anything to a client or using it for a report.
#What to watch for
- Beagle is designed to preserve law-office context. Prefer accurate, plain-language descriptions over shorthand only you understand.
- If a record is connected to billing, a client, or a matter, changes may affect reports, invoices, or matter history.
- When in doubt, archive inactive records rather than deleting them.