Law Firms (Trust Accounting)

Maintaining compliance with trust accounting regulations is paramount for law firms. Rocket Statements streamlines trust reconciliation and client escrow account management by converting PDF bank statements into structured spreadsheets using advanced OCR technology. This automation reduces manual data entry, allowing you to focus on accurate and timely reconciliations.

Organize financial documents effortlessly with our cloud file management system, enabling you to sort statements into folders for easy access and audit readiness. For real-time financial tracking, link your bank accounts to automatically sync transactions, ensuring up-to-date data without the need for constant follow-ups.

Whether you’re managing client trust accounts or preparing for audits, Rocket Statements provides the tools to enhance your law firm’s financial operations.

Features for Law Firms & Trust Accounting

✓ OCR-Powered PDF to Spreadsheet Conversion

Quickly transform bank statements into structured data, facilitating accurate trust account reconciliations.

✓ Cloud-Based Document Organization

Utilize our file and folder management to keep financial documents organized and easily retrievable.

✓ Live Bank Data Syncing

Connect to bank accounts to automatically import the latest transactions, ensuring accurate and current financial data.

✓ Export-Ready for Accounting Software

Generate CSVs formatted for seamless import into financial tools like QuickBooks, Drake, or CCH.

✓ Bulk Processing Capabilities

Handle multiple financial documents simultaneously, increasing efficiency during reporting periods.

✓ Secure Data Handling

Protect sensitive financial information with bank-level encryption and secure cloud storage solutions.

For more insights on how Rocket Statements can optimize your law firm’s trust accounting processes, explore our blog and discover the full range of capabilities offered by this powerful tool.