February 21, 2019 – 7 Essential Trust Accounting Reports

Sponsored by CosmoLex

Date: February 21, 2019
Time: 12-12:45 p.m. (Mountain Time)
Cost: FREE
Credit Approval: 0.75 CLE Credits


When it comes to trust accounts, the compliance hammer (or gavel) lands squarely on your desk. You’re on your own. And the reports you need, need to come from your bookkeeping records.

  • Learn to Identify the 7 Reports: It’s more than just Bank Reconciliations and Client Ledgers. We’ll show you what you need to pass any audit
  • … and How to Produce Them: The 7 reports are just the beginning. How to produce them — clean & current when you need them — that’s the real challenge!

These reports are vital to your practice — as is this webinar. Learn to keep your practice safe & compliant.


Erica Birstler is Manager of Client Services at CosmoLex — a web-based law practice management system designed for small law firms. Erica’s degree is in Business Administration and she has over 6 years of experience in the legal software industry, catering to the specialized technology needs of small to mid-sized law firms. Erica has given numerous presentations across the country on legal technologies such as law practice technology management, cloud computing, and legal billing & trust accounting compliance.

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