CosmoLex Webinar Series

7 Vital Trust Accounting Reports for Lawyers

On-Demand Now

Compliant trust accounting requires more than a few basic steps. Proper records must be maintained, and if you want to weed out potential bookkeeping mistakes, modern tech can provide a critical safeguard against everyday human error.  

This webinar will cover all the terms and steps you need to know, along with key reports and recordkeeping, and how your accounting software can help keep your firm compliant. 

Learning Objectives:

  • Seven vital trust account bookkeeping reports — and why they are so important
  • How to generate and validate these trust accounting reports
  • Practical methods for maintaining trust accounting records
wave
Brian-1

Name: Brian Walthall

Title: Senior Product Specialist

Company: CosmoLex

Connect Online

About Our Guest Expert

Brian Walthall is a Product Specialist at CosmoLex. With a career background that spans various industries, Brian has a history of working with a diverse range of clients to help them reach their goals and find the products that fit their needs.

At CosmoLex, Brian helps legal professionals throughout the U.S. and Canada assess their practice management setup and he teaches them how utilizing a cloud-based solution could enhance the way they run their law practice. When he’s not helping lawyers, Brian enjoys spending quality time with his cat Hugo.

About Our Guest Expert

 
larry_port-p8iqd083b3ynraogzmcxkmvamhe9689332rou0zn04
Larry Port
Larry Port has worked with thousands of law firms worldwide since 2008 when he started the first cloud-based legal practice management software company, Rocket Matter. In 2016, he started the legal payment processing company LexCharge. His experience running a technology company and insight into law firm operations led to his co-authoring of the #1 bestselling ABA book, The Lean Law Firm.
Learn More
Lauren-Headshot-RR
Lauren Barkan
Lauren Barkan has worked at _Redgrave & Rosenthal¸_ a boutique estate planning firm in Boca Raton, Florida, at _Strategic Solutions Network_ in Boca Raton, Florida and as Counsel at Advanstar Communications, one of the nation’s largest media and trade show companies in New York City.
Learn More

 

What Our Clients Are Saying...
client_1

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
caa61a21-andrea-photo-150x150_102902902202500200001o

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
6211c12c-andypatzig-150x150_1025025022025001000028

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
ProfitSolv-White

CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

© 2023 ProfitSolv, LLC, All rights reserved. ProfitSolv, CosmoLex, and respective logos are trademarks or registered trademarks of ProfitSolv, LLC and its affiliates.

Legal |
 
Privacy Policy |
 
Subscription Agreement |
 
GDPR
 

1100 Cornwall Road, Suite 215 Monmouth Junction, NJ | All product names and trademarks are the property of their respective owners.