Trust Accounting
Maintain compliant trust accounts with accurate reconciliation and transparent client ledgers.
Response within one business day
What Trust Accounting support looks like
Use this page to understand the scope, workflows, and rollout expectations before you decide whether this is the right staffing lane for your firm.
Trust accounting is one of the most regulated aspects of law firm management. A single error can trigger bar complaints and disciplinary action. DocketHire professionals help your firm maintain accurate, compliant trust accounts.
Our virtual assistants perform monthly three-way reconciliations, maintain individual client ledgers, process trust deposits and disbursements, and prepare compliance reports. They follow your state bar's specific trust accounting rules.
With DocketHire handling trust accounting, your firm gains peace of mind knowing that IOLTA accounts are balanced, records are audit-ready, and ethical obligations are met consistently.
Typical workflow coverage
Typical workflows DocketHire can support for firms hiring trust accounting coverage.
Perform monthly three-way trust reconciliations
Maintain individual client trust ledgers
Process trust deposits and record receipts
Prepare trust disbursement requests
Generate client trust account statements
Track retainer balances and replenishment needs
Prepare trust account compliance reports
Reconcile bank statements with trust records
Identify and resolve trust account discrepancies
Maintain archived trust records per retention rules
Tools and platforms
DocketHire teams can plug into the legal software and communication stack your firm already uses.
How it works
A simple rollout path for getting trust accounting support live without slowing down your firm.
Tell Us What You Need
Share your firm's requirements and we match you with a qualified professional.
Meet Your Candidate
Interview pre-vetted candidates with legal industry experience.
Start Working Together
Your new team member integrates into your workflows within days.
Frequently asked questions
Quick answers firms usually want before they book trust accounting support.
What does Trust Accounting support include?
Maintain compliant trust accounts with accurate reconciliation and transparent client ledgers. Typical support includes perform monthly three-way trust reconciliations.
How does DocketHire onboard trust accounting support?
Tell Us What You Need: Share your firm's requirements and we match you with a qualified professional.
How quickly can trust accounting support go live?
Your new team member integrates into your workflows within days. Most teams use the first two weeks to finalize workflows and ramp consistent coverage.
Get started with Trust Accounting
Get started with a qualified legal virtual assistant today.