Image
  • Features
    • Legal Billing & Payments
    • Business Accounting
    • Trust Accounting
    • Practice Management
  • Pricing
  • Happy Customers
  • Compare To
    • Desktop Systems
      • CosmoLex vs PCLaw
      • CosmoLex vs Quickbooks
      • CosmoLex vs Tabs3
      • Other Desktop Software
    • Cloud-based Systems
      • CosmoLex vs Clio
      • CosmoLex vs MyCase
      • CosmoLex vs PracticePanther
      • CosmoLex vs Rocket Matter
      • Other Cloud-based Software
    • Manual Systems
    • Starting a New Law Firm
Login
Try For Free

What name should my law firm put on trust accounts?

CosmoLex TeamSeptember 4, 2020

When opening a trust account, what name to put on the account can cause some confusion. Attorneys often wonder what the name should be, especially depending on whether or not the trust account is an IOLTA account with multiple client funds in it or a single client trust account. Should the account name be: The managing partner at the firm … Read More

Search Resources

Categories

  • Business Accounting
  • Case Management
  • Cloud Computing & Security
  • Legal Billing
  • Running a Law Office
  • Trust & Retainer Accounting

Recent Articles

  • 5 Ways CosmoLex Can Help Organize Your Practice (33:23)
  • What Should Our Law Firm Client Intake Process Look Like?
  • How can our law firm automate document creation?
  • Revitalizing Your Law Firm: Selecting the Best Practice Management Software (26:57)
  • Revitalizing Your Law Office: How to Migrate to Modern Practice Management Software (29:16)
Image
CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.
+1 866-878-6798
Company
  • About CosmoLex
  • Additional Services
  • Bar & Affinity Partners
  • Partner Portal
  • Enterprise-grade Security
  • Pricing
  • CosmoLex Careers
Resources
  • All Resources
  • Business Accounting
  • Cloud Computing & Security
  • Case Management
  • Legal Billing
  • Trust & Retainer Accounting
  • Running a Law Office
Support
  • Knowledge Base
  • Blog
  • Training Classes
  • Find a Certified Consultant
  • Share Your Experience
  • New Feature Request
  • USUS
  • CACA

© 2021 CosmoLex Cloud, LLC. | CosmoLex is a Division of Software Technology, LLC. | Legal | Privacy Policy | GDPR | Subscription Agreement

1100 Cornwall Road, Suite 215 Monmouth Junction, NJ | All product names and trademarks are the property of their respective owners.

[1] For new LawPay customers only. The monthly fee is absorbed by CosmoLex only for active LawPay users (which is defined as processing at least one credit card transaction within CosmoLex each month).CosmoLex may deactivate inactive users LawPay account or charge LawPay’s normal monthly fees of up to $20/month.

[2] If your external accountant or bookkeeper qualifies to become “CosmoLex Accounting Partner”, he or she can access your account remotely (with your explicit permission), without any cost to you or them. Call us for details.

  • Features
    • Legal Billing & Payments
    • Business Accounting
    • Trust Accounting
    • Practice Management
  • Pricing
  • Happy Customers
  • Compare To
    • Desktop Systems
      • CosmoLex vs PCLaw
      • CosmoLex vs Quickbooks
      • CosmoLex vs Tabs3
      • Other Desktop Software
    • Cloud-based Systems
      • CosmoLex vs Clio
      • CosmoLex vs MyCase
      • CosmoLex vs PracticePanther
      • CosmoLex vs Rocket Matter
      • Other Cloud-based Software
    • Manual Systems
    • Starting a New Law Firm