Trust accounting still runs by hand. suss. checks every disbursement, reconciles every account and signs every record, before the money moves.
Every day, you move money that isn't yours.
One wrong wire, and the cost isn't a fee, it's the firm
Verified against the file. New account, changed name, lookalike domain: held.
Matched to the matter. Altered wire instructions stop here.
Reconciled continuously. Right before the wire goes, not thirty days after.
Signed, audit ready. For your bar examiner, auditor and carrier.
Your trust account and matter list. Read-only to begin.
Payee, instruction and balance, on every disbursement.
A signed, audit-ready record. Every wire, every time.
Still doing this by hand?
Reach out