CosmoLex Webinar Series

Building Trust with Trust Accounting:
Safeguarding Client Funds

On-Demand Webinar

Economic uncertainty and rising inflation have created a complex legal landscape. Clients are demanding more accountability and transparency than ever before. A robust trust accounting system is no longer just a compliance requirement; it's a strategic tool to safeguard your firm's reputation and financial health.

Learning Objectives:

  • The fundamentals of trust accounting and its importance in legal practice.
  • Ensure accurate and compliant management of client funds.
  • Practical tips for seamless trust accounting integration into your daily workflow. 
  • Advanced features of CosmoLex that help prevent common trust accounting errors. 

Fill out the form to watch the webinar now.
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Joyce-Brafford

Name: Joyce Brafford

Title: Enterprise Account Executive for ProfitSolv

Company: CosmoLex

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About Our Guest Expert

Joyce is an attorney in North Carolina who has worked in or around legal tech for more than a decade. In that time, she’s presented time-saving, money-making, client-satisfying tips to thousands of lawyers, paralegals, office administrators, and law students.

Her goal is to help every legal professional find tools to build thriving businesses. She’s a mom of 2 and loves to cook.

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, Louisiana
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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, Co., LPA
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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.

© 2024 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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