What We Do

Built for trust compliance. Designed to scale with your firm.

Each service is designed to stand alone or work alongside the others. Engage what your firm needs now — add more as you grow.

Monthly Trust Compliance

Monthly three-way reconciliation, trust liability reconciliation, and ongoing compliance monitoring.

Choose how your firm handles monthly trust reconciliation: purchase Prumaly's template package with team training, or have Prumaly manage the process for you.

Ideal for: U.S. law firms that need a reliable, documented monthly trust reconciliation process.

Option 1 — Templates & Team Training

Purchase Prumaly's reconciliation templates and close checklist, with role-specific training to help your team use them. Your team performs the monthly reconciliation using step-by-step guidance and reference materials.

Reconciliation templates and monthly close checklist
Team training on using the templates and following the process
Step-by-step instructions and reference materials

Option 2 — Managed by Prumaly

Prumaly prepares and reviews your monthly three-way reconciliation and delivers a documented close package for the responsible attorney to review and approve.

Monthly three-way reconciliation and trust liability review
Identification of discrepancies and items requiring attention
Documented monthly close package for attorney review and approval

Get in touch

Trust Account Cleanup

Bring historical trust-account records up to date.

We help bring historical trust-account records up to date, investigate discrepancies, and reconcile account balances.

What's included

Historical reconstruction of trust-account records
Identification and correction of discrepancies
Trust-account balancing

Ideal for: U.S. law firms with gaps, errors, or unreconciled balances in historical trust-account records.

Pricing is scoped to your firm's size and needs. Book a free consultation to get a clear recommendation.

Get in touch

Audit Preparation & Support

Organized records and documented support for State Bar audits.

We help law firms organize trust-account records, address accounting issues, and prepare documentation for State Bar audits.

What's included

Documentation preparation
Issue identification and correction
Accounting support during State Bar audits

Ideal for: U.S. law firms preparing for, or currently undergoing, a State Bar trust account audit.

Pricing is scoped to your firm's size and needs. Book a free consultation to get a clear recommendation.

Get in touch

Trust Accounting Procedures & Controls

Documented procedures and defined responsibilities for handling client funds.

We help establish clear procedures and internal controls for handling client funds, giving your team documented steps and defined responsibilities.

What's included

Written trust-account procedures and role responsibilities
Approval controls for receipts, disbursements, and transfers
Documentation and reconciliation review procedures

Ideal for: U.S. law firms that need formal, written procedures for managing client trust funds.

Pricing is scoped to your firm's size and needs. Book a free consultation to get a clear recommendation.

Get in touch

Internal Team Training

Role-specific training on the financial processes and controls Prumaly has implemented.

We train your team on the financial processes and controls we've put in place. Each session is role-specific, and completion is tracked through comprehension checks and sign-off. Staff receive reference materials they can return to.

What's included

Role-specific guides and training sessions
Comprehension checks and completion sign-off
Reference materials for ongoing use

Ideal for: Any U.S. law firm that has implemented new financial controls and needs their team trained and signed off on the process.

Pricing is scoped to your firm's size and needs. Book a free consultation to get a clear recommendation.

Get in touch

Not sure where to start?

Book a free consultation and we'll map out the right combination for you.

Book a Consultation