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When putting together a complete picture of your firm’s matter balances it should include account A/R, WIP, and your trust balances. Open invoices with trust retainers must first be cleared by drawing funds from trust (if any) into general and AR balances. Employing an automated legal accounting solution can help firms manage their matter balances in a more efficient manner. Learn more about other trust accounting challenges. Notice: JavaScript is required for this content.No Fields Found. var formDisplay=1;var nfForms=nfForms||[];var form=[];form.id='31_1';form.settings={"ninjaForms":"Ninja Forms","changeEmailErrorMsg":"Please enter a valid email address!","changeDateErrorMsg":"Please enter a valid date!","confirmFieldErrorMsg":"These fields must match!","fieldNumberNumMinError":"Number Min Error","fieldNumberNumMaxError":"Number Max Error","fieldNumberIncrementBy":"Please increment by ","fieldTextareaRTEInsertLink":"Insert Link","fieldTextareaRTEInsertMedia":"Insert Media","fieldTextareaRTESelectAFile":"Select a file","formErrorsCorrectErrors":"Please correct errors before submitting this form.","formHoneypot":"If you are a human seeing this field, please leave it empty.","validateRequiredField":"This is a required field.","honeypotHoneypotError":"Honeypot Error","fileUploadOldCodeFileUploadInProgress":"File Upload in Progress.","fileUploadOldCodeFileUpload":"FILE UPLOAD","currencySymbol":"$","fieldsMarkedRequired":"Fields marked with an * are required","thousands_sep":",","decimal_point":".","siteLocale":"en_US","dateFormat":"m\/d\/Y","startOfWeek":"1","of":"of","previousMonth":"Previous Month","nextMonth":"Next Month","months":["January","February","March","April","May","June","July","August","September","October","November","December"],"monthsShort":["Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep","Oct","Nov","Dec"],"weekdays":["Sunday","Monday","Tuesday","Wednesday","Thursday","Friday","Saturday"],"weekdaysShort":["Sun","Mon","Tue","Wed","Thu","Fri","Sat"],"weekdaysMin":["Su","Mo","Tu","We","Th","Fr","Sa"],"recaptchaConsentMissing":"reCaptcha validation couldn't load.","recaptchaMissingCookie":"reCaptcha v3 validation couldn't load the cookie needed to submit the form.","recaptchaConsentEvent":"Accept reCaptcha cookies before sending the form.","embed_form":"","currency_symbol":"","title":"","beforeForm":"","beforeFields":"","afterFields":"","afterForm":""};form.fields=[];nfForms.push(form); Ready to switch?Start a 10-day Free Trial of CosmoLexTRY FOR FREESee CosmoLex in action!Schedule a Personalized Demo NowSCHEDULE A DEMO