TrustBooks
By TrustBooks
Integration: Seamless integration with other legal tools like LawPay and Clio is another commonly highlighted benefit
Compliance Assurance: Users value the peace of mind that comes with TrustBooks’ compliance features, such as three-way trust reconciliations and accurate client ledger management
Time-Saving: The software is noted for saving significant amounts of time, particularly with features like automated reconciliations and easy report generation
Customer Support: TrustBooks is frequently praised for its responsive and helpful customer support. Users often mention quick and effective assistance, even during the initial setup
Ease of Use: Many users appreciate the user-friendly interface and straightforward processes, which make trust accounting tasks simpler and more efficient
Lagging Issues: There have been occasional reports of lagging, although these instances seem to be relatively rare and may be related to individual user environments
Initial Setup Complexity: A few users found the initial setup process complex, especially when dealing with multiple IOLTA accounts across different states
General Ledger Report: Uploading the general ledger report for duplication has been mentioned as a challenging task by a few users
Check Printing Issues: Some users have reported difficulties with printing checks, finding the process less intuitive than other features
