Beyond The Basics: Advanced Trust Accounting Challenges for Law Firms

What’s Inside?

The majority of lawyers know basic trust accounting principles, but throughout the course of business, instances arise that require more in-depth knowledge.

Scenarios such as a lawyer leaving the firm and taking their clients with them or the firm needing to switch banks may not be daily occurrences, but it’s still critical that the proper procedures are followed. Going beyond the basics will make sure you’re prepared to handle complex trust accounting situations.

Download this Guide now to get Beyond The Basics: Advanced Trust Accounting Challenges for Law Firms.

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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.

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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.

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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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