OVERVIEW

TrustBooks provides trust accounting software for small law firms. It allows firms to manage its trust accounts and maintain spend limits while remaining in total compliance with state bar requirements.

CUSTOMER TESTIMONIAL

"Trustbooks has completely changed my view on trust accounting for my firm. It takes into account all of the trust accounting requirements of the State Bar and helps make sure you comply with them. Trustbooks has simplified the trust accounting for my firm and I no longer dread doing reconciliations or an audit from the State Bar." - Brett Wentz, Wentz Law, PLLC

What does your product do?

TrustBooks is designed specifically for attorneys to help them easily manage client accounts and stay compliant with their State Bar. Built-in controls keep firms in compliance with workflows that that prevent overspending a client’s balance.

Who are your looking for in a customer?

TrustBooks is looking for small and mid-sized law firms that need help managing, recording, and reconciling their trust accounts.

What are your product differentiators?

TrustBooks is the most seamless tool in helping small and medium firms save time managing their trust accounts. Unlike other tools, it is perfectly suited for lawyers' needs for trust accounting.

CATEGORY

Management Suite

TYPE

Law firm

KEY CAPABILITIES

IMAGE GALLERY
VIDEO
Total Funding
Founded
Investor

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