Trust Accounting

The Trust Accounting system exceeds all Bar Association requirements and safeguards your firm from inadvertently "overdrawing" their Trust account or a Trust Matter.  AbacusLaw accounting tracks all trust activity, from deposits to printing checks, with detailed on-screen or printed reports. Integrated with the Time & Billing, the Trust Accounting module makes it easy to maintain a complete set of records for your clients.

Trust Accounting Features

  • Detailed Trust Ledgers
  • Integrated Check Writer
  • Multiple Trust Checking Accounts
  • Check Reconciliation
  • Multiple Matters on one Trust Check
  • Detailed Trust Reports
  • Interest distribution for interest bearing accounts
  • Quicken Check Format
  • Bank recon ties to trust ledgers for balancing
  • Apply Trust Monies directly to Bill automatically
  • Fail-Safe Overdraft Protection
  • Integrated with Time & Billing
  • Integrated with General Ledger
  • On-Screen Alpha Lookup
  • Recap of Trust Transactions printed to the bill (if desired)
  • Integrates with Real Estate Closing programs (Land Tech, DoubleTime, and Display Soft)
  • Ability to enter Trust Check Requests
  • Minimum Trust Retainer Bills

 

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Learn more about AbacusLaw - BackOffice!

Save time and learn how AbacusLaw BackOffice time billing and accounting software can benefit your specific needs.

Legal Calendaring
Court Rules
Malpractice Alert
Contact Management
Conflict Checking
Address Book
Document Control
Legal Date Calculator
Case Management
Integrated Email
Phone Messages
To Do List
Instant Messaging
File Control
Matter Management
Time and Billing
Accounts Payable
Financial Reports
Trust Accounting
Payroll
Database Customization
Conclusion
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Abacus Data System, Inc. · 9191 Towne Centre Dr., Suite 180 · San Diego, CA 92122 · Tel 858-452-4280· Fax 858-452-2073
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