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Cashroom Service Packages

We offer flexible legal accounting services to suit your firm’s needs. Whether you need full-service support or prefer to share the load, we’ve got a solution tailored for you.

Service Packages

Service Full Service Trust Account Only Shared Service – Option 1 Shared Service – Option 2
Trust Account
Post day-to-day transactions to client ledgers ✅ ✅ ✅ ✅
Daily bank reconciliations ✅ ✅ ✅ ❌
Setup electronic bank transfers and ACH ✅ ✅ ✅ ✅
Post checks ✅ ❌ ❌ ❌
Month-End Trust Reports (3-Way Reconciliation & Ledgers) ✅ ✅ ✅ ✅
Operating Account
Post day-to-day transactions ✅ ❌ ✅ ✅
Daily bank reconciliations ✅ ❌ ✅ ✅
Setup electronic bank transfers and ACH ✅ ❌ ✅ ✅
Post checks ✅ ❌ ❌ ❌
Generate Month-End & Year-End Reporting ✅ ❌ ✅ ✅
Petty Cash Management ✅ ❌ ✅ ✅
Credit Card Reconciliations ✅ ❌ ✅ ✅

Pricing Overview

Package Best For
Full Service Firms seeking full outsourcing of all trust & operating account functions
Trust Account Only Firms managing their own operations but needing expert trust account handling
Shared Service – Option 1 Firms wanting support with trust & selective operational functions
Shared Service – Option 2 Firms needing minimal support but still require compliance and backup

Custom quotes are available based on firm size, transaction volume, and jurisdiction.

FAQs

What’s the difference between Option 1 and Option 2 in Shared Services?

Option 1 offers more support, including daily reconciliations and reporting. Option 2 is lighter, focusing on compliance-critical tasks only.

How does your service work?

Yes! As your firm grows or your needs change, we make it easy to upgrade or adjust your plan.

Are your services compliant with local bar regulations?

Absolutely. All our trust accounting services are designed to be fully compliant with local law society and bar association rules.

Do you integrate with my legal practice software?

We work with most major legal and accounting software solutions. Our team ensures a smooth setup with your existing systems.

How do I get started?

Just contact us for a free consultation, and we’ll help you identify the best service level for your firm.