CosmoLex Webinar Series
Trust Accounting Essentials: How to Stay Compliant and Confident
Thursday, August 7, 2025
at 2 p.m. ET/11 a.m. PT

Trust accounting is one of the most regulated and risky areas of legal practice. Even well-meaning firms slip up, and the consequences of mishandling client funds are serious: audits, penalties, and your license are all at risk. This workshop shows you how to protect your firm and clients with smart trust accounting practices.

 

What You’ll Learn:

  • The core rules and ethical requirements in trust accounting 
  • Mistakes firms commonly make and how to avoid them 
  • How to properly track, manage, and reconcile client funds 
  • Tools that simplify compliance and protect your practice 

 

Whether you're looking to reduce your risk or build a more compliant practice from the ground up, get the clarity and tools to do it with confidence in this live session.

 

 
Erica Birstler
Erica Birstler
VP, Product Communications
& Support
Connect Online
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.

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