Trust accounting that survives a bar audit and a staffing change alike.
Client funds are held in trust under rules that leave no room for improvisation. Yet at many firms, trust accounting depends on one person’s memory, a spreadsheet, and the hope that nothing gets missed.
A three-way reconciliation that doesn’t happen on a fixed cadence isn’t a bookkeeping gap — it’s a compliance exposure. This domain removes the improvisation.
Reconciliations happen when someone remembers.
One person understands the trust process.
You’re not certain you’d pass a bar audit tomorrow.
Client ledgers and the bank balance don’t always agree.
Trust compliance protects the two things a firm cannot replace: client funds and the attorney’s license. The cost of getting it wrong is not measured in dollars.
Professional Scope
Trust account structure · three-way reconciliation design · client ledger management · retainer and IOLTA handling · disbursement controls · trust policy documentation · audit-readiness review · separation-of-duties design.
The complete design of how client funds are held, tracked, and reconciled.
Three-way reconciliation on a fixed cadence, documented.
The rules, roles, and controls — written down.
What a bar examiner would ask for, prepared in advance.
Reconciliations on a reliable cadence · a documented, transferable process · audit-ready records · and confidence that client funds and the firm’s license are protected.
We design to the discipline bar rules expect — three-way reconciliation, clean client ledgers, documented controls. Your specific bar’s rules are built into the design.
We design the process and can review it under the Office of the CFO. The routine entry stays with your team or bookkeeper — we supervise, we don’t do data entry.
A short review answers that. Most firms discover the process is more person-dependent than they realized.
Minimal. Trust redesign is mostly about structure and cadence, built alongside your current process until the new one is proven.
A guided review across every operating area — it will tell us, on evidence, whether this is where your firm should begin.
Begin the Firm 360° Assessment