How We Help California Law Firms:
Three-way reconciliation
Monthly alignment of your bank statements, trust journals, and client ledgers is required - and 83% of pilot firms failed this requirement. We ensure your reconciliations meet State Bar standards every month.
Client ledger compliance
Each client must have individual trust fund records maintained with precision. 89% of pilot firms had noncompliant ledgers. We handle the details that most firms get wrong.
CTAPP audit preparation
We review your trust account system using the same standards the State Bar applies during audits. We identify and fix compliance gaps before they become disciplinary issues.
CLIO setup & management
As official Clio partners, we help you maximize your practice management system for better billing, efficiency, and firm growth.
How We Help California Law Firms:
Three-way reconciliation
Monthly alignment of your bank statements, trust journals, and client ledgers is required - and 83% of pilot firms failed this requirement. We ensure your reconciliations meet State Bar standards every month.
Client ledger compliance
Each client must have individual trust fund records maintained with precision. 89% of pilot firms had noncompliant ledgers. We handle the details that most firms get wrong.
CTAPP audit preparation
We review your trust account system using the same standards the State Bar applies during audits. We identify and fix compliance gaps before they become disciplinary issues.
CLIO setup & trust account compliance
As official Clio partners, we help you configure trust accounting, IOLTA tracking, and compliance reporting within your practice management system - ensuring you're audit-ready at all times.