Matter context
The request remains associated with the client or case information that explains the intended transaction.
Trust accounting
Support controlled accounting workflows while keeping legal case context available.
What it does
A practical part of the firm’s workflow.
Trust accounting workflows keep relevant case context visible while authorized staff prepare controlled requests for the firm’s accounting process. PlaintiffDesk can support staging and review where configured, but the firm’s trust ledger, approvals, reconciliation, and professional obligations remain authoritative.
Separate review path
Trust-related requests can be distinguished from ordinary expense work before accounting action is taken.
Approved handoff
When a connection is enabled, authorized users can stage mapped information for the external accounting process.
How it works
What the team can expect.
Prepare the request
Identify the matter, amount, purpose, supporting records, and approvals required by firm procedure.
Review controls
Confirm authorization, available information, destination account, and any separation-of-duties requirement.
Complete and reconcile externally
Use the authoritative accounting process for posting, client ledgers, reconciliation, and final review.
Keep trust-related requests controlled and connected.
Stage approved accounting work alongside the case context it depends on.