Legal
Basic Template
Compatible with
Integrations
Live Data
Template Description
This specialized template is designed for legal professionals to manage and reconcile trust accounts efficiently, ensuring compliance with regulatory standards. Compatible with Google Sheets and Excel, it's essential for maintaining the integrity of client funds. When used in conjunction with LiveFlow, it offers the convenience of automatic financial data updates from QuickBooks Online, facilitating accurate and timely trust account reconciliation.
Who can this template help?
Finance professionals and accountants in legal firms managing client trust accounts
Use cases
Ensures accuracy and compliance in the management and reconciliation of legal trust accounts, critical for maintaining client trust and adhering to legal and ethical standards.
Get Started in 3 Simple Steps
01
Request Access
Book a demo to unlock your Consolidation Benchmarking Template.
02
Connect LiveFlow
Sync your QuickBooks, Xero, or ERP data directly into Excel or Google Sheets.
03
Customize It
Adjust the template to your exact reporting needs without breaking formulas.