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.
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.
