Easy Trust - Attorney Trust Accounting Software

Manage Client Funds

• Manage multiple bank accounts with unlimited client ledgers per bank.
• Track funds that move in and out of your trust accounts.
• Designate an "escrow agent" for each client matter.
• Keep all client funds separate, even though they belong in the same bank trust account. And, keep each client matter within an account separate from other matters.
• Intuitive user interface makes creating individual client ledgers and transactions entry very easy. Matter balances are always visible.
• Complete escrow accounting software with built-in escrow accounting rules prevents human errors at the time of data entry itself. For example, client ledgers cannot be over-drafted.
• Comprehensive matter and transaction search capabilities.
• Inactivate matters once balances fall to zero and all transactions are bank reconciled, thus preventing inadvertent changes.
• Import Easy HUD real estate closing ledger to Easy Trust in one-click. Simply select the Easy HUD file and import to Easy Trust.

Special Ledger Transactions

• Credit Allocation: If a single trust deposit is received (example: an insurance broker firm receives, an incentive check from insurance company, which needs to be allocated to multiple clients), credit allocation will allow you to divide it among multiple matters on a single screen.
• Debit Allocation: If a single trust check is to be issued, but debited from multiple matters (example: an escrow management firm needs to charge a fixed monthly maintenance fee to all matters and pay to the firm), debit allocation will allow you to debit multiple matters and issue a single check.

Banking Features

• Print checks and deposit slips.
• Perform monthly bank reconciliations. Keeps each month's reconciled statement separate from other months. Thus, you can always go back in history and match a specific month's reconciliation with the corresponding bank statement and locate any discrepancies. If you are unable to keep up with this critical task of monthly reconciliation, know that Easy Soft offers a trust account reconciliation service for a nominal monthly fee.
• Automatic generation of monthly three-way reconciliation report (mandatory by most bar associations), thus tying book balance with bank balance and individual ledger card balances.

Management Reports

• Comprehensive set of reports with numerous selection criteria and sorting options, separated into Accounting, Admin, Banking and Trust categories.
• Save all reports in PDF/Word/Excel formats.

Security Features

• User ID/Password based login system for ALL users.
• Assign per user login account permissions to limit access for certain activities, such as, check printing or bank reconciliation.
• Special "Trust Lite" user account with "view only" permission. The user can view only matter balances, trust transactions and print reports, without the ability to make any changes.

Practice Management Features

• Built-in productivity features, such as legal calendaring, tasks (To-do list), case notes and linkeddocs.
• Keep all matter related activities such as appointments, task lists, case notes, etc., well organized and synched with trust records.

Productivity Features

• Multiple users can work simultaneously.
• Inactivate closed matters/client/bank accounts to prevent future inadvertent use.
• One-click database backup and restore options.
• Built in sample database for initial practice/learning.

Enterprise Version

• Suitable for multi-user licensees with expertise in managing a SQL Server.
• Industry standard SQL Server (or SQL Express) database back end.
• Enhanced level of data security; only users with access to database password can create data backup.
• SQL Server back end delivers a significant software speed advantage.

If your firm has purchased or plans to purchase three or more licenses and has the know-how to manage an SQL server, consider the Enterprise Version. Contact us for Enterprise Version pricing.

Legal Billing Integration

If your firm tracks billable time and generates invoices, add on the Easy TimeBill module and integrate complete time tracking and billing functions with Easy Trust accounting software. Because many billing and trust activities are interrelated, firms that handle retainers understand the importance of keeping trust account books in sync with their billing systems. With the added Easy Time Bill module, you can manage all aspects of your time tracking, billing and trust accounting in one easy to use program.

With integrated Easy Timebill module, you can

• Manage all aspects of time tracking, billing and trust accounting, in one easy to use program
• Automatically display retainer balances on client invoices and debit funds from trust accounts as fees are earned.
• Keep 360 degree view of client activities, be it billing, payments or client trust ledgers.

Read: Why Law Firm Trust Account and Billing Systems Must Work in Tandem.