Trust and totals tracking only
Totals
| Trust held (in minus disbursed) | $0.00 |
|---|---|
| Operating received | $0.00 |
| Expenses recorded | $0.00 |
Trust by matter
| Matter | Trust sub-balance |
|---|---|
| 2026-0142 In re the Marriage of Holloway | $0.00 |
Each client's trust money is tracked separately. Trust and operating never commingle.
Three-way reconciliation
The ABA Model Rule 1.15 standard: the bank balance, the firm trust ledger, and the sum of every client's ledger must all agree, monthly. Confirm your states, since several now mandate it.