Services

"My law firm has worked with The Proper Trust for years. Sarah, Lynda, ... and their team epitomize what it means to be true professionals. They are skilled, knowledgeable, timely, and communicative. Significantly, when presented with a complex challenge, they take the time to collaborate and formulate a solution. Finally, importantly to me - they are wonderful people who are a pleasure to work with. I recommend The Proper Trust without hesitation."

James S.
Managing and Principal Attorney

Accounting

Your law firm needs a professional to manage your books—but not just any bookkeeper will do. You need a team that understands the unique demands of the legal industry. That’s where we come in.

Payroll

Payroll can quickly become a tedious and time-consuming task for law firm owners. That’s why, as part of our monthly services, The Proper Trust offers tailored payroll solutions designed to meet your firm’s unique needs—so you can focus on what matters most. Together, we’ll build a streamlined workflow that can include monthly payroll and benefits reconciliation, as well as employee document management.

Trust Compliance

Staying compliant with legal trust accounting and retainer rules means tracking specific details for every deposit and withdrawal, performing regular three-way reconciliations between your bank statements, client trust ledger, and trust ledger, and maintaining proper documentation. It’s a lot to manage—but that’s where Mintage Labs comes in. Our team is highly experienced in these requirements, ensuring your firm stays compliant while giving you peace of mind.

Data Migration / Software Consultation

Let’s face it—most practice management tools in the legal industry feel outdated and clunky. Many firms end up relying on one unofficial “power user” to navigate the system and train the rest of the team. The idea of switching to a new platform? Overwhelming. Thankfully, that’s where The Proper Trust comes in. We handle your migration from start to finish, making the transition smooth, stress-free, and fully supported.

Workflow Design

Designing an effective workflow starts with our experts mapping out how information moves through your firm—pinpointing every moment a team member needs to engage with that data.

From there, we help you reclaim valuable time through smart automation and carefully chosen software. We've hand-picked a suite of top-tier applications to streamline your operations and prepare your firm for the future.

With The Proper Trust

Make sure your law firm runs seamlessly and has a financial strategy aligned with your business goals. Reach out today to schedule your consultation.

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