Case Study: The Law Office of Jeffrey D. Ostlie achieves on-time, accurate trust reconciliations and peace of mind with SoftPro

Ostlie Law Maximizes Efficiency with SoftPro Reconciliation Services

The Law Office of Jeffrey D. Ostlie, a real estate and business law firm in Orlando, faced inconsistent timing and review bottlenecks for trust account reconciliations while relying on a semi‑retired independent accountant. To solve this, the firm engaged SoftPro’s reconciliation services to handle their daily and monthly trust reconciliations.

SoftPro implemented a managed reconciliation service that delivers all reports via the SoftPro portal on the same day each month as one combined PDF, with archived access from a backup data center. This predictable delivery cadence and consolidated reporting improved review efficiency, reduced last‑minute batching, enhanced fraud protection and audit readiness, and gave the firm the on‑time, accurate reporting and peace of mind they needed.

The Law Office of Jeffrey D. Ostlie

Jeffrey Ostlie

Attorney