Trust accounting software

This site's compliance diagnostic points to one of three tools depending on which gap it finds — not a ranked "best overall" list. Each profile below separates what we've independently verified from what the vendor claims about its own product.

• Clio

  Addresses: multi-account tracking and compliance alerts

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• CosmoLex

  Addresses: self-assessment workflow and written procedures

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• MyCase

  Addresses: automated three-way reconciliation

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See how two of them compare directly: Clio vs CosmoLex.

Not sure which gap your firm actually has? Take the diagnostic.