Watch: 7 Essential Trust Accounting Reports for Law Firms

When it comes to legal trust accounting, you — the lawyer in charge — are the one obligated to make sure your firm is staying current and compliant. While your bookkeeper or accountant may assist with the daily tasks, the real responsibility lies in your hands. While it may sound like a daunting task, have no fear! The reports you need to ensure your trust accounting compliance and remain audit-ready can be produced from the bookkeeping records you’re already keeping.

Join this webinar as we teach you how to identify the 7 most vital trust accounting reports for any law firm and walk you through a simple way to prepare each of them that will keep your books current, clean, and compliant.

Learning Objectives:

  • Define ‘Legal Trust Accounting’ and determine what makes it unique
  • Identify the 7 most critical trust accounting reports
  • Learn how to produce these 7 reports from your bookkeeping records
  • How can technology help make trust reporting easier?


Erica Birstler – Director of Strategic Communications at CosmoLex

Erica is the Director of Strategic Communications at CosmoLex — developers of an all-in-one cloud-based legal practice management, billing and trust accounting system specifically designed for solo and small law firms. Erica’s degree is in Business Administration and she has over 6 years of experience in the legal software industry, catering to the specialized technology needs of small to mid-sized law firms. She has given numerous presentations across the country on legal technologies such as law practice technology management, cloud computing, and legal billing and trust accounting compliance.


Sponsored by:

*Please note that this was a non-CLE webinar.

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