Your trust account practices need action
Your trust account practices need action
Based on your answers, your trust account practices appear to need action in more than one area this diagnostic checks. This is general guidance, not legal advice — verify your current obligations with your State Bar.
Where to focus, and tools that can help
administrative
Clio
Helps with multi-account tracking and compliance alerts.
Learn more about Clioprocess
CosmoLex
Helps with self-assessment workflow and written procedures.
Learn more about CosmoLexreconciliation
MyCase
Helps with automated three-way reconciliation.
Learn more about MyCase
This diagnostic provides general information, not legal advice. Requirements vary by state — verify your current
obligations with your State Bar.