Page 06 · Product Description
Trust Accounting
Trust accounting is governed by the same compliance engine and adapts to the jurisdiction attached to the matter.
This allows trust processes to stay audit-ready while still fitting the governing legislation for each jurisdiction.
What this page covers
- Matter-linked trust ledgers maintain real-time balances and supporting records.
- Receipts, payments, and transfers can be tied back to Global Register numbers and source documents.
- Three-way reconciliation and exception reporting support monthly audit workflows.
What firms gain
- Trust activity stays connected to the matter record.
- Reconciliation issues surface quickly instead of at audit time.
- Reports can be generated in a law-society-friendly format.
Illustrative image
Expected image file: trust-accounting-audit.avif