7 Vital Trust Accounting Reports for Lawyers

CHECKLIST

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.

Including:

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

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.

Andrea C. Kryszak

Kryszak & Associates, Co., LPA

Ohio

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Built with the needs of modern small and mid-sized law firms in mind, CosmoLex’s legal practice management software increases efficiency and profitability.

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Access on-the-go time capture and easy legal billing software.

Calendaring & Task Management
Automate workflows and prioritize your tasks.

Law Firm Reporting
View robust analytics for enhanced decision-making.

Integrations
Work with tools you already use like Office 365 and Dropbox.

Accounting
Manage office and trust accounting along with your practice.

Invoicing & Online Payments
Get paid faster with accurate invoicing and convenient payment options.

Secure Client Portal
Collaborate with your clients including file sharing and eSignature.

Document Management
Centralize and store your correspondence and files in one system.

Legal Websites
Establish your digital footprint
for new law firm growth opportunities.

Simplify your practice with one tool.

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