Case Study: Danilson Law achieves stress-free trust accounting with TrustBooks

Danilson Law cuts trust reconciliations from 4 hours to 4 minutes with TrustBooks

Danilson Law, PLC is a law firm based in Iowa that assists clients with real estate transactions. The firm faced a significant challenge with its manual trust accounting process, which relied on multiple spreadsheets and was prone to errors. This was a serious concern for founding member Jeremy Danilson, as mistakes could lead to penalties or disbarment during an unannounced audit from the state bar. The process of locating errors was agonizing and took hours each month, prompting the search for a solution from TrustBooks.

TrustBooks provided its trust accounting software to automate and simplify the firm's monthly reconciliations. The solution made errors obvious and easy to correct, drastically reducing the time spent on the process. As a result, Danilson Law reduced its reconciliation time from 4 hours per month to just 4 minutes. The firm now operates with an essentially error- and stress-free trust accounting system, ensuring compliance and eliminating the fear of a random audit.

Danilson Law, PLC