Trust accounts
7 min readUpdated

Monthly trust reconciliation: a 6-step tool-assisted method

PragmaTech Legal team

LegalTech experts — Quebec

Share on LinkedIn

Reconciliation is an operational safety net. Here is a simple method software speeds up — not a substitute for your professional rules.

Here is a six-step method solo firms and small teams can sustain monthly. PragmaLegal speeds exports and traceability — it does not replace your professional judgment.

The six steps (operations side)

  1. Obtain the bank statement
  2. Export the trust ledger
  3. Compare line by line
  4. Verify the sum of client balances
  5. Document and sign
  6. Archive the month package

Automate movement tracking with PragmaLegal

By the PragmaTech Legal teamPublished Verified
Try 10 days freeBook a consultation

Ready to automate this step in your firm?

See how PragmaLegal simplifies day-to-day operations.

Book a 15-min demo