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Top Compliance Tips Checklist

Best Practices for Legal and Trust Accounting for Compliance

What’s Inside?

Properly managing legal and trust accounting helps ensure accurate recordkeeping and compliance.

Download this must-have checklist of best practices, tips, and tools for efficiency and compliance. This checklist makes it easy to stay on top of your accounting, including double-entry accounting, regular audits, reconciling accounts, record retention, and clear client communication.

Download the Checklist Now

What Happy CosmoLex Users Are Saying...


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


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.


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

See how CosmoLex can improve your law practice!