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.
Platform · Trust Accounting
Trust accounting built forcompliance, 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.
Trust accounting screenshot
The trust tools your firm needs to stay compliant
Purpose-built for Australian trust accounting obligations.
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.
Bring your trust records under control
Compliant, auditable trust accounting — built into your practice workflow.