Reconciliation & Compliance Support for Trust Accounts
Truline works with small law firms keep their trust (IOLTA) accounts reconciled, accurate, and compliant. This is not bookkeeping. It is independent reconciliation and compliance oversight focused exclusively on trust accounting.
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Core Services
Trust account cleanup and catch-up reconciliation
Monthly three-way trust reconciliation review
Client / matter trust balance verification
Identification of shortages, stale balances, and timing issues
Clear, written reconciliation summary suitable for review or audit
What Makes This Different
Controller-grade discipline applied to trust compliance
Consolidated reconciliation tying bank activity, ledgers, and client balances
Early anomaly detection to prevent compliance surprises
Client-level visibility with rolling balances by client/matter
Trust-to-operating transfers reconciled for amount and timing
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