Every cent in the trust account belongs to a client, and the Legal Practice Act, the Rules and your auditor all expect you to prove it monthly. AttorneyOS keeps a client-by-client trust ledger that cannot go negative, matches the bank statement for you, splits interest the way section 86 requires, and assembles the audit pack in one page.
Free for 7 days · No credit card · One flat price for the whole firm
Everything below is in the product today and opens on the first day of the trial. No demo, no implementation project.
Receipts, payments, transfers to business and reversals are posted against the client and the matter. The running balance per client is always visible, a payment that would overdraw a client is refused, and every posting carries who captured it and when. The firm-wide balance and the sum of client balances are shown side by side so a difference is caught the day it happens, not at audit.
Import the trust bank statement as CSV or OFX. Deposits and payments that match the ledger by amount, date and reference are ticked automatically; the rest are shown for a decision. Matched lines are stamped on the ledger so the monthly reconciliation writes itself.
Record the interest the bank paid on the section 86(2) account, and AttorneyOS splits it between the Legal Practitioners Fidelity Fund portion and any section 86(4) client-instructed investments, keeping the schedule the Fund and the auditor ask for.
The month-end checklist will not close a month until the trust reconciliation is done, the interest is recorded and the exceptions are cleared. Closed months are locked, so nobody can back-date a trust entry into a reconciled period.
Period summary, month-by-month reconciliation coverage, negative-balance exceptions, the interest schedule and dated CSV registers, all assembled on one page for the audit file. Your auditor gets the same numbers you see.
Ask a client for a trust deposit with the account details and the matter reference in a branded email, and show clients what is held in trust on their statement and in the client portal. Fewer phone calls, fewer misallocated deposits.
Sign up with an email address. The workspace opens immediately with the demo matter so you can see real screens, not slides.
Bring in one live matter and work it for a week: capture, bill, diarise, reconcile. Import clients and matters by CSV when you are ready.
Pick a plan and add a card through Paystack only when you decide to continue. Nothing you built is lost, and everything exports if you leave.
It supports disciplined trust recordkeeping: client ledgers that cannot go negative, monthly reconciliations, interest schedules and an audit pack. Compliance with the Act, the Rules and your auditor's requirements remains the firm's responsibility, as it does on any software.
Yes. Upload the statement as CSV or OFX from any South African bank. Lines that match the ledger are reconciled automatically and the rest are listed for you to allocate or query.
You record the interest the bank paid for the period and AttorneyOS keeps the split between the Fidelity Fund portion and section 86(4) investments, with a schedule you can export for the Fund and the auditor.
Yes. The trust audit pack exports every register as dated CSV files, and the reconciliation history is printable month by month.
Trust records are included on every plan, including Solo Attorney. Pricing is one flat monthly fee for the whole firm.
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