Trust compliance for U.S. law firms

Financial clarity. Legal confidence.

Prumaly gives U.S. law firms the financial structure and foundations to operate with certainty and grow without guesswork.

Services

Five services. Built for law firm trust compliance.

Each module is scoped and ready to deploy. Start with one, add more as your firm grows.

Monthly Trust Compliance

Monthly three-way reconciliation, trust liability reconciliation, and ongoing compliance monitoring. Choose templates with training, or have Prumaly manage the process for you.

Trust Account Cleanup

Bring historical trust-account records up to date, investigate discrepancies, and reconcile account balances.

Audit Preparation & Support

Organised records and documented support for State Bar audits. We help prepare documentation and address accounting issues before and during an audit.

Trust Accounting Procedures & Controls

Documented procedures and defined responsibilities for handling client funds, giving your team clear steps and internal controls.

Internal Team Training

Role-specific training on the financial processes and controls Prumaly has implemented, with comprehension checks, sign-off, and reference materials.

Ready to bring structure to your firm?

Most firms start with Monthly Trust Compliance to establish a reliable baseline, then add services as their needs grow. Book a free consultation and we'll map out the right combination for you.

Ready to bring structure to your trust accounting? Let's talk about which services fit your firm.

Book a Consultation
Prumalyprumaly.com
Get Started

Ready to bring structure to your finances and legal obligations?

Book a Consultation

Prumaly provides finance and operations services only. Nothing on this site constitutes legal advice, and use of this site does not create an attorney-client or advisor-client relationship. All trust reconciliation work is prepared by Prumaly and subject to review and approval by the responsible attorney.

© 2026 Prumaly Finance Legal. All rights reserved.prumaly.com