CosmoLex Webinar Series

Back to Basics: Legal Trust Accounting

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Are you consistently holding up your responsibilities?

The compliance rules and regulations for trust accounting management are there to keep your clients' funds safe. But how can you make sure you're consistently upholding your fiduciary responsibility to your clients and remaining compliant?

It all starts with your tools and record-keeping. This special presentation will go "back to basics" to ensure you know what makes legal trust accounting unique, how to implement compliance safeguards into your daily processes, and what reports you need when it's time for an audit.

Learning Objectives

  1. Define legal trust accounting
  2. Outline common trust accounting mistakes
  3. Avoid mistakes and non-compliance with these 7 tips

 
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Erica

Name: Erica Birstler

Title: VP, Product Communications & Support

Company: CosmoLex

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About Our Guest Expert

Erica Birstler is the Vice President of Product Communications at ProfitSolv, the parent company of CosmoLex. ProfitSolv delivers the right software products for law firms and other professional service industries to allow them to be more efficient and achieve greater profitability.

Erica's degree is in Business Administration and she has nearly a decade of experience in the legal software industry, catering to the specialized technology needs of small to mid-sized law firms. Erica has given numerous presentations across North America on legal technologies such as law practice technology management, cloud computing, and legal billing & trust accounting compliance.

About Our Guest Expert

 
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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.
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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.
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What Our Clients Are Saying...

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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.

Rebecca Norton | On Point Legal
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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.

Andrea C. Kryszak | Kryszak & Associates
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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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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.

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