Complimentary White Paper

How to Manage Your Trust Accounting
Keep meticulous records in compliance with industry rules
The problem with most accounting programs is they're not designed to keep records in the unique manner required of law firms. Legal-specific software tracks individual client and matter ledgers as liabilities separate from your firm’s operating account.
How you manage your firm's trust accounts also determines how you manage risk, as even small errors can lead to grievances that may result in disbarment.

Download this white paper to learn how to:
  • Maintain detailed ledgers for pooled trust accounts
  • Inform clients on all balance updates
  • Conduct quick three-way reconciliations

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