Platform · Trust Accounting

Trust accounting built for compliance, not just convenience

CoreCounsel brings trust ledger management, disbursement controls, and reconciliation tools together in a workflow designed around the obligations Australian law firms actually face.

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The trust tools your firm needs to stay compliant

Purpose-built for Australian trust accounting obligations.

Trust ledger management

Maintain accurate, matter-level trust ledgers with a clear record of all receipts, disbursements, and balances. Designed to meet the record-keeping obligations your regulator requires.

Controlled disbursements

Process trust disbursements through a controlled workflow with appropriate authorisation steps. Reduce the risk of unauthorised withdrawals and maintain a clear audit trail.

Reconciliation tools

Reconcile your trust account against bank statements with built-in reconciliation tools. Identify discrepancies early and maintain the accuracy regulators require.

Compliance-conscious design

Built with the obligations of Australian trust accounting regulations in mind. CoreCounsel's trust workflows are structured to support your firm's regulatory obligations, not just record transactions.

Matter-linked reporting

Generate trust reports at the matter level and firm level. Provide clients with accurate trust statements and give principals the visibility they need.

Audit-ready records

Every transaction is time-stamped, attributed, and linked to its authorising matter. Your trust records are always ready for an external audit — without last-minute scrambling.

Ready to bring your trust records under control?

Compliant, auditable trust accounting — built into your practice workflow.