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.
Eerste maand R1 · Een vaste prys vir die hele firma · Kanselleer enige tyd
Alles hieronder is vandag in die produk en maak op die eerste dag van die proeftydperk oop. Geen demo nie, geen implementeringsprojek nie.
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.
Registreer met 'n e-posadres. Die werkruimte maak dadelik oop met die demo-saak sodat u regte skerms sien, nie skyfies nie.
Bring een lewendige saak in en werk 'n week lank daaraan: teken aan, faktureer, sit in die dagboek, versoen. Voer kliënte en sake per CSV in wanneer u gereed is.
Kies 'n plan en voeg eers 'n kaart via Paystack by wanneer u besluit om voort te gaan. Niks wat u opgebou het, gaan verlore nie, en alles kan uitgevoer word as u vertrek.
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.
U eerste maand is R1, daarna u planprys. Geen verkoopsoproep nie, en elke prys staan in rand op die pryseblad.
Begin gratis