List of TrustBooks Customers
Raleigh, 27622, NC,
United States
Since 2010, our global team of researchers has been studying TrustBooks customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased TrustBooks for Legal Practice Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using TrustBooks for Legal Practice Management include: Danilson Law, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Wentz Law, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Watkins Law Firm, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using TrustBooks, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The TrustBooks customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Danilson Law | Professional Services | 10 | $1M | United States | TrustBooks | TrustBooks | Legal Practice Management | 2016 | n/a |
In 2016, Danilson Law implemented TrustBooks to automate trust accounting and monthly reconciliations. The TrustBooks deployment applied Legal Practice Management capabilities to the firm finance function, focusing on trust ledger controls, automated reconciliation workflows, and month-end procedures for the firm’s Iowa practice in the United States. The implementation centralized trust accounting activities and aimed to reduce manual reconciliation effort and improve audit-readiness.
Configuration emphasized trust accounting workflows, recurring reconciliation schedules, and transaction-level audit documentation to support compliance and internal review processes. Operational scope covered the firm finance function, with workflows embedded into the monthly close and reconciliation cycle across the practice, and governance adjusted to require documented reconciliations and regular review. The deployment cut reconciliation time from roughly four hours to minutes and greatly reduced errors, improving the firm’s audit-readiness.
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Watkins Law Firm | Professional Services | 10 | $1M | United States | TrustBooks | TrustBooks | Legal Practice Management | 2018 | n/a |
In 2018, Watkins Law Firm implemented TrustBooks as its Legal Practice Management solution for practice-level trust accounting and finance. The implementation was focused on automating manual trust-account workflows and QuickBooks-based reconciliation processes for the 10-person professional services firm in O'Fallon, Missouri.
TrustBooks was configured to support core trust accounting capabilities including client ledger management, receipt and disbursement tracking, and monthly reconciliation workflows. Configuration prioritized reconciliation automation and centralized trust ledgers to streamline day to day trust-account management and reduce manual journal entries.
The deployment concentrated on the firm finance function and routine practice operations in the United States, consolidating trust accounting tasks into TrustBooks and retiring QuickBooks-dependent processes and spreadsheet controls. Governance adjustments accompanied the rollout, formalizing a monthly reconciliation cadence and assigning reconciliation ownership to maintain trust accounting consistency. The firm reported much faster reconciliations and fewer errors as direct outcomes of the TrustBooks implementation.
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Wentz Law | Professional Services | 10 | $1M | United States | TrustBooks | TrustBooks | Legal Practice Management | 2018 | n/a |
In 2018, Wentz Law implemented TrustBooks as its trust accounting application within its Legal Practice Management environment. The engagement was a finance implementation focused on trust accounting controls and audit readiness for the firm, carried out in the United States for the North Carolina practice.
The deployment of TrustBooks concentrated on trust ledger management, automated reconciliation workflows, client and matter trust tracking, disbursement controls, and audit-focused reporting. Configuration work emphasized standardized reconciliation procedures and transaction-level audit trails to support bar audit requirements.
Operational coverage centered on the firm’s finance function and trust accounting processes, simplifying month end workflows for a small, ten person professional services firm. The implementation aligned TrustBooks reporting and reconciliation capabilities with the firm’s internal controls and accounting workflows, improving consistency in trust accounting operations.
Governance changes included formalizing trust accounting procedures and checklist-driven reconciliation routines to produce audit-readiness. The firm reported dramatically reduced reconciliation time, increased confidence during audits, and reduced monthly accounting stress following the TrustBooks deployment.
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