All stories
Family law
·
2–10 lawyers
Case summary
Location
Melbourne
,
Australia
Firm size
9 lawyers
Practice area
Family law
Switched from
Spreadsheets and a separate trust ledger
Plan
Practice
Live in
9 days
Month-end used to mean two days with a spreadsheet and a knot in my stomach. Now the three-way reconciliation is done before my coffee’s cold.
Owen Gallagher
Principal
Headline result
to reconcile trust, down from two days
audit findings last year
from kick-off to live
Before Filebird
Owen reconciled the trust account by hand every month: bank statement, trust ledger and client ledgers, line by line, in a spreadsheet only he understood.
The switch
Filebird’s migration team brought across every client ledger and checked each balance against the bank with Owen before go-live. Receipts and payments now post to the right matter as they happen.
What changed
The monthly three-way reconciliation takes twenty minutes, and the year-end trust audit came back with no findings. Owen sends his auditor a report instead of a box of printouts.
