7 Vital Trust Accounting Reports for Law Offices

What’s Inside?

Compliant trust accounting in your law office requires more than a few basic steps. Proper records must be maintained, and if you're seeking to weed out potential bookkeeping mistakes, modern technology can provide a critical safeguard against everyday human error.

This guide will cover all of the terms you need to know and steps your law office needs to take to have a full-proof trust process, along with key reports and recordkeeping, and how your accounting software can help keep your firm compliant.

Complete the form now to download your guide and sample report package.

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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

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