Trust Account Management
Confidence in Every Transaction.
Secure & Compliant Trust Account Management
Full Transaction Transparency
View Every Transaction Entering or Leaving Your Trust and Operating Accounts, with Complete Traceability by Case or Client.
Real-Time Balances & Control
Instantly Check Current Balances to Make Informed Financial Decisions and Ensure Proper Fund Allocation at All Times.
Advanced Filtering & Search
Track Transactions by Date, Amount, Case, or Client Using Smart Filters, Making Audits and Reconciliations Fast and Simple.
Ethical & Compliance-Ready
Manage Trust Funds in Accordance with Legal and Ethical Regulations, Reducing Risk and Ensuring Transparent Handling of Client Money.
Multi-Account Management
Control Trust Accounts and Operative Accounts from a Single Platform, Centralizing all Your Firm’s Financial Activity.
Customizable Financial Views
Personalize Columns and Data Fields to Display only what Matters to Your Firm, Adapting the System to Your Accounting Workflow.
FAQs
Compliant trust account management requires strict separation of client funds, complete transaction transparency, and clear controls over when and how trust funds are applied. Maatdesk is designed around these principles, giving law firms the structure and oversight needed to meet fiduciary and regulatory obligations with confidence.
Any firm that accepts retainers, holds settlement funds, or manages advance client payments needs purpose-built trust accounting. Maatdesk is built for law firms that take trust responsibilities seriously—whether you’re a solo practitioner or a growing firm managing multiple trust balances across matters.
Maatdesk enforces a clear separation between trust and operating accounts while tracking every trust transaction at the matter level. Funds cannot be misapplied or transferred without visibility and intent, reducing the risk of commingling, manual errors, and compliance gaps.
Maatdesk includes dedicated trust and operating account structures, matter-level trust balance tracking, controlled application of trust funds to approved invoices, and complete audit trails for every transaction.
Trust accounting in Maatdesk is directly connected to billing and time tracking, ensuring trust funds are applied accurately and appropriately—eliminating duplicate entry and reconciliation errors.
Without proper controls, firms face compliance violations, audit exposure, disciplinary action, and reputational harm. Maatdesk embeds trust best practices directly into daily workflows to reduce these risks.
Maatdesk automates the most error-prone trust processes while preserving attorney oversight—saving time without sacrificing accuracy or control.