Case Study: Danilson Law reduces trust accounting reconciliation time with TrustBooks

Danilson Law reduces time, agony, and mistakes with TrustBooks

Danilson Law, PLC, a law firm based in Iowa, faced significant challenges with its manual trust accounting process. Using multiple spreadsheets to perform monthly reconciliations was agonizing, time-consuming, and prone to serious errors that could lead to penalties or disbarment during an unannounced audit. The firm needed a solution to eliminate mistakes and reduce the hours spent on this tedious task.

By implementing the TrustBooks trust accounting software, the firm automated and simplified its reconciliations. The TrustBooks solution made errors obvious and easy to fix. As a result, the time spent on monthly reconciliations was drastically reduced from four hours to just four minutes. TrustBooks provided a virtually error-free process, allowing the firm to operate with confidence and focus on serving its clients without the fear of a problematic audit.

Danilson Law, PLC

Jeremy Danilson

Danilson Law, PLC