Template · Legal Services
Trust account ledger for legal services
Client trust deposits, disbursements and balances by matter.
One click opens a free 30-day workspace with this template and sample data. Change anything by asking.
Interactive demo and walkthrough
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Try it: Trust account ledgerInteractive demo · sample data
Inside
What it does
Client trust deposits, disbursements and balances by matter.
- Tracks
- Transaction, Client, Matter, Type, Amount, Date, Approved by, Reconciled
- Flags automatically
- Not reconciled 30 days when Date is more than 30 days ago and Reconciled is unchecked
- Large disbursement when Amount is over 25000
- Reconciled when Reconciled is ticked
- Actions and automations
- Create a one-page summary: A short Word summary of this transaction for a meeting or a hand-over.
- Views and charts
- A table, a board and charts you add by asking
- Its agent
- Watches every transaction for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
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Questions
Frequently asked
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.