September 27, 2018 – The Winning Argument: Legal-Specific Trust Accounting

Date: September 27, 2018
Time: 12 – 12:45 p.m. (Mountain Time)
Cost: FREE
Credit Approval: 0.75 CLE Credit

Sponsored by CosmoLex


As fiduciary for your client’s funds, you have very specific responsibilities. A generic accounting package can’t help you meet them.

  • Trust Accounts Have Specific Rules
    Generic accounting programs don’t know what they are — and cannot accommodate them.
  • Trust Accounts Need Special Reports
    Generic accounting programs cannot produce them.
  • Compliance Has Consequences
    You know them. Generic accounting programs don’t. They have no built-in safeguards to protect you.

Doing your law firm accounting in a generic program? It’s a case you can’t win. See the difference a fully integrated, legal-specific package makes.


Rick Kabra is the CEO of CosmoLex Cloud, a web-based law practice management system designed for small law firms. Rick has a Ph.D. in Electrical Engineering and has over 12 years of experience in the legal software industry, catering to the specialized technology needs of small law firms. His true passion is educating attorneys on how to use technology to simplify their law firm operations.

Rick is the co-author of the book Law Firm Accounting Demystified, he has presented hundreds of seminars around the world, and he has published numerous articles on legal technologies related to law office management, cloud computing, and legal billing, business & trust accounting compliance issues.

Esther Peralta is a Product and Content Specialist at CosmoLex. She has several years of experience working for technology and software companies — specializing in software implementation consulting as well as user training and support. Esther has advised many offices and teams to better assess their technology needs and find the right software solutions for them. At CosmoLex, Esther works closely with our development team, customer support, and Account Managers in order to produce high-level support and training content which makes the CosmoLex experience more beneficial for all of our users.

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