Comprehensive & Complete

Legal Trust Accounting

Always current, compliant, and completely automatic.

Legal Trust Accounting

Built-in Trust Accounting

Comprehensive, Compliant, Complete

Trust accounting is built-in, right alongside practice management, billing, and general accounting. CosmoLex will do all of your trust bookkeeping — automatically, in the background, in real-time.

  • Manage individual client ledgers
  • Prevent common trust mistakes like ledger overdrafts or commingling
  • Individual or bulk invoice payments using trust funds
  • Automatic trust-to-general transfer
  • Print disbursement checks
  • Track & disburse third-party lien claims
  • Import electronic bank statements and auto-reconcile books
  • Generate three-way reconciliation reports in one click
  • Generate a comprehensive set of trust recordkeeping reports
Built-in Trust Accounting

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