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:
Brian Walthall is a Product Specialist at CosmoLex. With a career background that spans various industries, Brian has a history of working with a diverse range of clients to help them reach their goals and find the products that fit their needs.
At CosmoLex, Brian helps legal professionals throughout the U.S. and Canada assess their practice management setup and he teaches them how utilizing a cloud-based solution could enhance the way they run their law practice. When he’s not helping lawyers, Brian enjoys spending quality time with his cat Hugo.
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.
© 2025 ProfitSolv, LLC, All rights reserved. ProfitSolv, CosmoLex, and respective logos
are
trademarks or registered trademarks of ProfitSolv, LLC and its affiliates. All product names and
trademarks are the property of their respective owners.