CHECKLIST
7 Vital Trust Accounting Reports for Lawyers
7 Vital Trust Accounting Reports for Lawyers
What’s Inside?

Trust accounting is a significant responsibility, and maintaining compliance should be one of the top financial focal points of a law firm.

Download this checklist to learn the seven must-have report types to help you stay compliant, be ready for audits, and always know where you stand.

Including:

  • Bank journal
  • Trust receipts journal
  • Trust disbursements journal
  • Trust listing
  • And more

Keeping firms connected to the people they serve.

6/10/2026

Automation and Total Fluency for Legal Firms

I like that I can see everything in one place and it makes it easier for me to log hours directly from the emails I send, saving me time by automating some...

Marcia RL
Pre - Litigation |-/ Paralegal @ Ramos Law
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5/30/2026

All-in-One Client Portal That Streamlines Info, Billing, and Scheduling

Everything is in one place, which makes it easy to access client information, billing, and calendar details. The Client Portal also lets clients view their...

Verified User in Law Practice
Small-Business (50 or fewer emp.)
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4/21/2026

Streamlined Trust Accounting with Stellar Support

I really like the trust accounting feature in CosmoLex. I can reconcile all of my bank statements, including my trust account, within about two minutes per...

John Wicker
Small-Business (50 or fewer emp.)
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7/8/2022

Really Like This Program

I like that I can record time and disbursements without having to make an invoice right away. I also really like, that if I have a problem I can easily se...

Micheyl Reinhart
Small-Business (50 or fewer emp.)
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5/26/2022

Quick learning curve, easy to use, great customer service.

I like the user interface, it is very similar to the interface of other programs that are common in daily use. There are of course pieces of this system t...

Verified User in Legal Services
Small-Business (50 or fewer emp.)
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5/26/2022

The customer service at Cosmolex is like no other.

The customer service is very helpful. They are very responsive.

Verified User in Primary/Secondary Education
Small-Business (50 or fewer emp.)
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5/20/2022

Very easy to use and very efficient.

The ease to use the program. The program helps the law practice with managing cases.

Sheila Gilbert
Small-Business (50 or fewer emp.)
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5/17/2022

Great All-In-One Legal Software for Small Firms

Billing, Accounting and Practice Management in ONE software, no links that break.

Donna Brown
Small-Business (50 or fewer emp.)
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5/13/2022

Great for Start Up

Easy to customize and great resource for starting new company. Online and phone support is excellent. Easy to bill. Allocation of income and expenses be...

Wendy Yates
Small-Business (50 or fewer emp.)
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5/12/2022

Most comprehensive practice management software out there.

Ease of use. The accounting back end is way more in depth than competitors.

Verified User in Legal Services
Small-Business (50 or fewer emp.)
Read full G2 review