How does PragmaLegal help manage a trust account in Quebec?

PragmaLegal maintains the trust ledger, keeps that account separate from the general account and supports bank reconciliation. Period reports are based on entries recorded in the tool.

Does the software produce reports useful for a Bar inspection?

Yes. Account statements and period reports can be generated from module data. The firm remains responsible for the accuracy of the entries.

Does PragmaLegal prevent a trust overdraft?

The system alerts when a disbursement would exceed the available balance. The alert helps prevent the entry. It does not replace the professional judgment of the account holder.

What is the difference between the general account and the trust account in PragmaLegal?

The general account covers firm fees and expenses. The trust account holds funds belonging to clients. PragmaLegal treats them in separate flows to avoid mixing funds.

Trust account management software for lawyers in Quebec

PragmaLegal automates routine trust accounting operations expected under Quebec Bar rules. The software keeps the general account and the trust account separate, supports bank reconciliation and produces reports useful for an inspection.

Functions for trust accounting

Quebec trust accounting rules require rigorous bookkeeping. PragmaLegal structures those operations inside the firm’s practice tool.

Bank reconciliation

The firm matches ledger movements with bank statements. Discrepancies remain visible until resolved, which reduces the risk of an unexplained balance.

Reports for an inspection

Account statements and period reports can be produced for a Bar inspector. The data comes from entries already recorded in the module.

Strict separation of accounts

The general account and the trust account are kept distinct. Trust receipts and disbursements follow a dedicated path, separate from fee billing.

Overdraft prevention

The system flags situations where a disbursement would exceed a client balance or the trust account balance. The alert helps the firm correct the entry before final recording.

Use case: sole practitioner or small firm

A sole practitioner often keeps the trust books personally. In this typical scenario, PragmaLegal gathers deposit requests, matter-linked disbursements and monthly reconciliation in one workspace. The practitioner then produces period reports without rebuilding an external file.

Recording of trust receipts by matter
Matter-linked disbursements with balance checks
Monthly reconciliation of the trust bank account
Export of reports for a review

Frequently asked questions about trust accounts

How does PragmaLegal help manage a trust account in Quebec?: PragmaLegal maintains the trust ledger, keeps that account separate from the general account and supports bank reconciliation. Period reports are based on entries recorded in the tool.
Does the software produce reports useful for a Bar inspection?: Yes. Account statements and period reports can be generated from module data. The firm remains responsible for the accuracy of the entries.
Does PragmaLegal prevent a trust overdraft?: The system alerts when a disbursement would exceed the available balance. The alert helps prevent the entry. It does not replace the professional judgment of the account holder.
What is the difference between the general account and the trust account in PragmaLegal?: The general account covers firm fees and expenses. The trust account holds funds belonging to clients. PragmaLegal treats them in separate flows to avoid mixing funds.

See the trust module in a demonstration

We will walk through reconciliation, reports and account separation for your practice.