What changes
Compliance you can prove in seconds.
Top three benefits your firm will notice.
How it worksSee it on your own matters
The mechanism, in order.
No setup screen and no configuration project. This is the sequence a matter actually moves through in Trust Accounting.
01/ 04
Posted to the client ledger
Posted to the client ledger
Trust transactions post against the client ledger on the matter they belong to.
Reconciled continuously
Client ledger, bank feed and control account are checked against each other continuously, not batched to month-end.
Exceptions surfaced for review
Continuous reconciliation makes discrepancies visible when they arise, with the supporting transaction history available for review.
Examination-ready reports
Reports come out formatted for the external examination, with the full attributed trail behind them.
Recorded, attributed, exportable
Platform
Other platform features
See Trust Accounting in action
A focused 30-minute walkthrough with a specialist who understands legal practice and compliance.