Insights

October 30, 2026

2 people reviewing Trust account with hands

Published by Diane Johnson on October 30, 2026

What Is a Three-Way Trust Reconciliation and Why Does Your Law Firm Need One?

Your law firm reconciles its trust bank account every month. The transactions have been checked against the bank statement, outstanding checks have been accounted for, and […]

September 4, 2026

A bright office desk with a monitor showing a financial statement, beside potted plants and a stack of paperwork

Published by Diane Johnson on September 4, 2026

How Colorado law firms reconcile a COLTAF trust account

Colorado law firms must reconcile their COLTAF trust account every month against both the bank statement and the individual client ledgers. Doing it monthly is what […]