LAW-08 · Dossier · Trust

Capture the time you forget.
Pass the trust audit you dread.

Solo and small immigration practices lose 30%+ of billable time to forgotten entries — the 11pm email reply, the 6:45am client text, the lunch-break call. Passively captured, principal-confirmed, written to ledger.

Trust · principal review · 2026-04-27Captured today · 6h 42m · 7 entries pending confirmation
07:14 · Chen/WangEmail reply · evidence map0h 18m · matter linkedInfo
09:30 · Patel/KaurPhone call · biometrics question0h 22m · in PAInfo
11:42 · Liu/ZhaoDocument review · medical1h 14m · WIPInfo
Trust ledgerWang deposit $1,200 → trustBy-Law 9 entry · receipt issuedOK
Trust ledgerPatel disbursement -$485 IRCC feesclient trust balance updatedOK
Audit exportApril reconciliation · readyLawPRO format · 0 exceptionsOK

Time capture runs in the background with consent — email, calendar, phone, document edits — and surfaces a daily review queue the principal confirms or discards in a single pass. Trust-account movement (deposits, disbursements, retainer top-ups) is overlaid on a By-Law 9-aligned ledger. Reconciliation reports export in the format the LawPRO auditor expects. For RCIC-led firms, the same surface aligns to CICC trust account rules. Built for 1–10 lawyer/RCIC shops.

What it does
  • Passive time capture with daily principal review · WIP visibility on every matter
  • LSO By-Law 9 trust ledger overlay · CICC equivalent for RCIC-led firms
  • Reconciliation reports in LawPRO + LSO audit formats
What it doesn't do
  • Doesn't auto-bill from captured time — every entry is principal-confirmed
  • Doesn't store recordings — metadata only (subject, duration, matter link)
  • Doesn't replace your trust accountant — it gives them clean inputs

Try it on the canonical case

Mei-Ling Chen at Chen Immigration Law in Markham is sponsoring her spouse Wei Wang from Beijing.

The whole file is loaded — edit any field, push any button. It resets per session, never touches real client PII, and runs the same code that ports into your shop.

Open the live demo · /app/trust
See it walk through your firm's matter

30 minutes. Your real file. Confirmed by hand.

Built around GTA practice·ATIO-aligned·LSO By-Law 9-ready·CICC RCIC overlay·Counsel-reviewed