GUIDE
The Small Firm's Guide to Confident Compliance in 2026
CL_Small Firm’s Guide to Confident Compliance_Resource Library_LP-1
What’s Inside?

In 2026, regulators aren’t just looking for the right result. They want proof your process consistently produces it. If reconciliations turn into a last-minute scramble, trust accounting keeps you up at night, or compliance depends on one person “who knows how it works,” this guide is for you. 

Get the clarity you’ve been missing: 

  • What regulators are actually looking for in 2026 
  • How small firms slip into risk without realizing it 
  • What “audit-ready by default” really looks like 
  • The simplest path to compliance that holds up as you grow 

Plus: a simple self-check you can use to pressure-test your trust accounting and compliance workflow.  

Download the guide and build a compliance foundation that holds up as your firm grows. 
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.
Andrea C. Kryszak
Andrea C. Kryszak
Kryszak & Associates, Co., LPA
Ohio
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
Rebecca Norton
On Point Legal
Louisiana
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
Andy Patzig
Patzig Law
Virginia