Client Trust Accounting
- Properly Record All Trust Account Activity
- Track Each Client's Funds with Individual Client Ledgers
- Track Timing of Funds Availability
- Process Earned Fees and Costs Transactions
- Process Settlements, Third Party Transactions,
- and Prepare Settlement Statements
- Reconcile Bank Statements Monthly
- Confirm Balances via 3-Way Reconciliation Process
- Provide 3-Way Reporting for Attorney Review and Confirmation
- Keep Your Trust Account In Compliance with The State Bar
