Free Tool for Law Firms
The Trust Health Check
How would your IOLTA account hold up under a surprise audit? Find out in 60 seconds.
Trust-accounting mistakes are the #1 source of attorney discipline in the country — and almost all of them are preventable. This quick, no-judgment check asks seven questions about how your firm handles client trust funds, then gives you a personalized Trust Health Score and smart recommendations on exactly where to tighten up.
Answer 7 quick questions — no email required to see your score.
Get your Trust Health Score (0–100) and a plain-English tier.
Get tailored recommendations, plus the option to book a free Trust Health Review.
This free check is a quick self-assessment. The full three-way trust reconciliation — bank, book, and client ledgers tied out, with a documented report — lives inside CFO Command as a Command-tier feature for law-firm businesses.
Explore CFO CommandHow often does your firm complete a full three-way reconciliation of the trust account?
Prefer a human set of eyes?
Whether your score was glowing or gave you pause, a quick conversation never hurts. Book a free, no-pressure Trust Health Review and we'll walk through where your trust account stands and what (if anything) to fix.
Book My Free ReviewThis self-assessment is for educational purposes only and is not legal advice or a substitute for the trust-accounting rules of your state bar.