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Tech Tip #17: Implement Right Tools to Prevent Trust Accounting Mistakes

Trust accounting has a number of potential pitfalls like overdrafting client accounts, commingling funds and failing to identify a client matter for a particular transaction. The magnitude of requirements to maintain compliance can be difficult to remember. Using the right tools and technology will put safeguards into place to prevent mistakes, avoid violations and make sure your staff is properly equipped to maintain all trust accounting requirements. Learn more about how to ensure compliance when dealing with your trust accounting

CosmoLex Team

CosmoLex is a leading legal practice management solution that is trusted by thousands of law firms across North America. CosmoLex is a single solution that lets solo legal professionals & small law firms manage their practice, billing, AND accounting all in one login, on any device, at any time. CosmoLex users can eliminate the need to maintain multiple programs because CosmoLex does it all -- including time & expense tracking, billing, business accounting, trust (IOLTA) accounting, calendaring, task, email & document management, even secure client communications -- in one web-based application.