When hired as an outside accounting firm the three attorneys in the firm had NO Trust records – just a bunch of client names & dollar amounts on green bar paper and no Trust bank account. CosmoLex had the features I was looking for-user friendly, cost effective and generated great reports.
Thanks to CosmoLex I have been able to effectively manage the $300,000+ Trust account for over 200 clients of the firm, generate reports my attorneys and legal assistants are thrilled with AND withstand a comprehensive audit by the State Bar with absolutely no problems. Terrific – reports are concise, reader friendly and can withstand that pesky BAR audit!