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The LMS+ Trust Accounting
System provides an automated, effective method to handle trust receipts and
disbursements. The system is integrated with the LMS+ client/matter files,
providing streamlined application of trust funds. Trust monies may be
segregated into multiple accounts per client/matter. In addition, funds may
be disbursed via check-writing from the system or internal transfer.
Complete audit history records are maintained for all receipts and
disbursements. The Firm gets improved monitoring of trusts and the amount
of administrative staff time is reduced.
| Features |
Benefits |
- Multiple bank accounts per client/matter
- Check writing
- Disbursement description information
- One step funds application
- Multiple distribution of funds
- On-line trust ledger
- Trust information billing memos
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- Accurate and separate accounting records
- Detailed transaction history immediately available
- Offsite backup of trust records
- Improved attorney monitoring of trusts
- Easy application of trust funds
- Reduced administrative time
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