Services · Running the firm

A trust account that reconciles every month.

Nothing ends a law career faster than a trust account problem, and most problems are not theft. They are a deposit posted to the wrong client, a fee moved before it was earned, or a reconciliation that was never done. We keep the client ledgers, perform the three-way reconciliation every month, and keep the records your state's rules require, so you can sign the monthly report with confidence.

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Who this is for

Sound familiar?

A new firm opening its first trust account.
A firm that has never done a formal three-way reconciliation.
A firm facing a bar audit, or that would rather never worry about one.

What is included

The scope of the engagement.

Client ledgers

A ledger per client matter, every deposit and disbursement posted to the right one, and a running balance that never goes negative without someone noticing the same day.

Three-way reconciliation

Bank statement, trust journal, and the sum of client ledgers reconciled to the penny every month, with the report signed and filed.

Fee transfers done right

Earned fees moved to operating only after the invoice is issued, with the client-facing record to match. BetterDocket invoices and recorded payments feed this directly.

Audit-ready records

Retention, records, and reports kept to your state's trust accounting rules, organized so an auditor's request is a folder, not a week.

How it works

From consultation to handoff.

Assessment
We review the account, the existing ledgers if any, and your state's rules, and tell you plainly where you stand.
Plan and quote
A one-time reconstruction fee if the ledgers need rebuilding, then a flat monthly fee.
Setup or reconstruction
Ledgers built or rebuilt to the current balance, and the first reconciliation performed and documented.
Monthly rhythm
You send the statement, or connect the feed. We reconcile, flag anything that needs your attention, and file the report.

On the platform

Where this hands off into BetterDocket.

The software is a separate subscription and never required. Firms that use it get these handoffs out of the box.

Time and invoicing

Log time on the Case, turn it into a clear client invoice with due-date reminders, and record payments without moving money through BetterDocket.

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Speak with an expert

Talk with us to get started.

A short consultation, then a written scope and a number. No retainer, no long-term contract, and nothing starts until you approve it.

BetterDocket is not a law firm, a CPA firm, or an insurance agency, and nothing on this page is legal, tax, or insurance advice. Where a service requires a licensed professional, that work is performed by a licensed professional in your state, either on our team or through a partner we vet. Every engagement is scoped and quoted after a consultation.

Questions.

Does BetterDocket hold or move client funds?

No. Neither the software nor the service touches money. You control the account; we keep the records and perform the reconciliations.

What is three-way reconciliation?

Matching three numbers every month: the bank's balance, your trust journal, and the total of every client ledger. When all three agree, the account is sound. Most states require it monthly.

Can you fix years of missed reconciliations?

Usually. Reconstruction is slow and quoted separately, but it is far better done now than during an audit.

Who actually does the work?

The BetterDocket team delivers most of this work directly: the technology, web, and search work by the engineers who build the product, and the bookkeeping, tax, and payroll work by the CPA on our team. When a service requires a license we do not hold, or our team is at capacity, we bring in a vetted partner and stay your single point of contact.

What does it cost?

Every engagement is scoped and quoted after a short consultation, and most are flat fees so you know the number before work starts. Ongoing services, such as bookkeeping or SEO, are quoted monthly with no long-term contract.