#Short answer
Trust funds are client funds held separately from earned fees. Regular billing records what the client owes or has paid for legal services. Beagle’s trust ledger helps track client funds, but it is not a substitute for full trust-account compliance procedures.
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.