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Below is a screenshot of the Caselode
Trust/Escrow
module. You may browse other modules by
using the tabbed menu below.
For those firms who must maintain client Trust Accounts, the accuracy
of that record keeping is of the utmost importance. All that one
has to do is to read some of the Bar journals in order to see how
seriously the State Bar Associations take this issue.
Our Trust Accounting System allows you to maintain
an unlimited number of bank accounts and offers up to the minute
reconciliation
for each of those accounts. The entire system is "driven" from
the entry of receipts and disbursements, and it tracks each of
these transactions providing any type of reporting that your firm
or the auditors may require. We offer any type of client master
list, individual client account activity ledgers, subsidiary account
ledgers (all activity within a given bank account), checks, check
registers, payee reports, purpose code reports, etc., etc. If desired,
you may also integrate your Trust Accounting System with our General
Ledger System which will show the asset and liability accounts
for the Trust funds you have custody of.
If you are also using our Time Accounting & Billing module,
your clients are already there for you. Trust Accounting shares
the common client/matter database with the Time Accounting & Billing
System. Any information that you need is always at your fingertips.
All information is maintained in the system until "you" decide
to purge it out. This means that you can print or reprint detail
activity from a year ago if you decide to retain it that long.
In other words, you are in total control of all your records.
And like all the CaseLode software, you can protect confidential
files because you decide the security level of your information.
Let CaseLode
solve your law office management problems. Click
here for a free download!
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