7 Vital Trust Accounting Reports for Lawyers

What’s Inside?

Trust accounting is a significant responsibility, and maintaining compliance should be one of the top financial focal points of a law firm.

Download this checklist to learn the seven must-have report types to help you stay compliant, be ready for audits, and always know where you stand.


  • Bank journal
  • Trust receipts journal
  • Trust disbursements journal
  • Trust listing
  • And more

Download the Checklist now

What Happy CosmoLex Users Are Saying...


There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.

Rebecca Norton | On Point Legal, Louisiana


We needed to find an alternative solution to PCLaw, as we were moving to a cloud-based system. It appeared the employees at CosmoLex had more experience in migrating the data from PCLaw to CosmoLex.

Andrea C. Kryszak | Kryszak & Associates, Co., LPA


Using a third-party platform for accounting didn’t make sense anymore…conflict check approach is good and I like the ability to handle my accounting within the case management software.

Andy Patzig | Patzig Law

See how CosmoLex can improve your law practice!