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California Family-Law Firms

Verify your trust-account compliance before the State Bar asks.

A 5-minute diagnostic that scores your intake, reconciliation, disbursement, and software-integrity practices against the operational failures that become Rule 1.15 problems.

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Get your scored report in 5 minutes · No signup · No credit card

90 days
The highest-risk window is right after switching practice-management systems.
Opening balances, migration artifacts, and misclassified transactions often sit unnoticed until a client or auditor asks.
To the penny
Rule 1.15 requires bank, book, and client sub-ledgers to match exactly.
"Close enough" is not a defense. The diagnostic checks whether your reconciliation practice can prove compliance.
Process failures
Most trust-accounting exposure starts as an operational gap, not intentional misuse.
Wrong deposits, missed reconciliations, one-person controls, and round-lot fee transfers are fixable — if you catch them early.
What the diagnostic checks

A focused scan for the failures that actually matter.

Twenty questions across six operational categories. Each answer is scored by severity. Certain structural problems — like unreconciled migrations or same-person reconciliations — automatically raise the report to Critical, regardless of the overall score.

Structural red flags

Wrong-account deposits, unreconciled migrations, round-lot fee sweeps, and same-person reconciliations are flagged immediately.

Platform-aware

Tailored to Clio, MyCase, Smokeball, LEAP, QuickBooks, and spreadsheet-ledgers, including migration artifacts most firms miss.

Operator-ready output

You get a scored report with clear problem areas — not a legal treatise. Fix it yourself, hand it to your bookkeeper, or use the optional kit.

Six risk categories

The places trust accounts quietly break.

01
Intake & Deposit Discipline
Right check, right account, right matter — on first touch, with a second set of eyes.
02
Sub-Ledger Integrity
No negative balances, no stale credits, per-matter totals that tie to the bank to the penny.
03
Three-Way Reconciliation Practice
Bank, book, and client ledgers reconciled monthly, prepared and reviewed by different people.
04
Disbursement & Transfer Controls
Every earned-fee transfer tied to a specific invoice. Dual control on any trust disbursement.
05
Software & Data Integrity
Clio, MyCase, Smokeball, QuickBooks, spreadsheet — any system can leave migration artifacts behind.
06
Forensic Readiness
Could you reconstruct any closed matter today if the State Bar asked? In under a day?
Built for family-law firms

If any of this sounds familiar, run the diagnostic.

  • You switched practice-management systems (or moved off spreadsheets) and never reconciled opening balances line-by-line.
  • A client asked how much retainer they have left, and it took two days and a bank statement to answer.
  • Your practice-management ledger shows one balance, your gut says another, and nobody has time to figure out which is right.
  • The same person who posts trust transactions also reconciles them at month-end.
  • You transfer earned fees out of trust in round lump sums instead of invoice by invoice.
Optional: the $299 Full Compliance Kit

If the diagnostic finds issues, the kit shows you how to fix them.

The diagnostic is free and gives you a full scored report. The kit is an optional next step — playbooks, templates, and a 90-day roadmap tuned to what the diagnostic found.

15–20 page diagnostic PDF

Executive summary, category deep-dives, and platform-specific notes for Clio, MyCase, Smokeball, LEAP, QuickBooks, or spreadsheets.

Red-flag remediation playbooks

For every structural red flag: what to look for, the order of operations to unwind it, and when to freeze disbursements.

3 working templates

Three-way reconciliation workbook, migration audit checklist, and intake & deposit SOP — adopt same-day, edit to your firm.

90-day remediation roadmap

Week 1, Month 1, Quarter 1 — prioritized by your red flags and highest-severity findings.

One-time, no subscription
$299 Full Operational Kit
Unlocks after your free diagnostic, only if you want the step-by-step remediation materials.
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What happens next

No signup. No consult required. Just answers.

1. Answer 20 questions
Takes about 5 minutes. Questions cover the six operational categories that drive State Bar exposure.
2. Get a scored report instantly
See your overall risk level, category scores, and any structural red flags that need immediate attention.
3. Decide your next step
Fix it internally, share the report with your bookkeeper or CPA, or unlock the $299 kit for the remediation roadmap and templates.

Know where you stand before they ask.

20 questions. 5 minutes. A clear, scored report the moment you finish. If your trust account is clean, you'll know. If it isn't, you'll know exactly where — and what to do first.

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Free. Confidential. No credit card. Results delivered instantly.