The Trust Account Audit Report

The Trust Account Audit Report is one of the trust account reports that legal firms are required to run at the end of each month. The report is a record of changes made to matter and client details during the month and includes the following changes:

  • Matter creations
  • Matter deletions
  • Changes to matter IDs
  • Changes to matter category, matter type or matter stream (found on the matter cover page)
  • Changes to client names and addresses

The Trust Account Audit Report is generated when you run the End of Month Procedures