Run the business side of your practice. Keep it compliant.
TrustLens shows where your firm is exposed in trust accounting, client confidentiality, and day-to-day operations. Atlas then keeps it all in one place, so fixes hold and nothing slips.
Free. About 10 minutes. We flag and organize. We never give legal conclusions.
Trust accounting
Confidentiality
Policies and records
Trust receipts reconciled
Three-way reconciliation
Client ledger balances
Client file access list
Secure file sharing rules
Departure checklist
Retention schedule
Conflict checks logged
Policy review dates
Nine open items across three tools.
You're the managing partner, the bookkeeper, and the IT department.
Small firms answer to the same rules as large ones. The difference is that nobody's job is to check. So the trust account gets reconciled late, the engagement letter template is three years old, and a former paralegal still has access to the shared drive. Nothing looks wrong until an audit, a complaint, or an insurance renewal makes it visible.
Every unearned dollar has to sit in the right account, reconciled against the bank and each client ledger. A mistake alone can lead to discipline.
Protecting client information is an ethical duty, and it now covers your cloud storage, your email, and the AI tools your staff use.
Cyber carriers ask for MFA, backups, and a written incident plan before they bind coverage. Can you show yours?
Around all three sits the work of running the practice: staff changes, documents in five places, and policies nobody has opened since they were written.
Find it once. Then keep it fixed.
Take the free assessment
37 questions across 14 areas of your practice. About 10 minutes.
Get your TrustScore
A 0 to 100 read on your firm, a risk band, and the three gaps to close first.
Go deeper
The detailed assessment finds evidence gaps and key-person risk, then gives you a 30-day plan with owners and dates.
Run it in Atlas
Your documents, people, policies, deadlines, and billing in one place, with the same checks running every day.
Most compliance tools get opened once a quarter. Atlas is built to be opened every morning.
14 areas where small firms get caught out.
Trust accounting and IOLTA
Client intake and conflicts
Every finding comes with an owner and a next step.
Client funds and trust accounting
The person who deposits client funds also reconciles the trust account, and no one reviews it.
Why it matters
Reconciliation errors get caught late, often by the bar rather than the firm.
First step this week
Have a second person, or your outside bookkeeper, review and initial each monthly reconciliation.
How Atlas keeps it fixed
Tracks the reconciliation as a recurring item with an owner and a reviewer, flags it when it's late, and keeps the records together for your annual certification.
Compliance is why firms start. Operations is why they stay.
Atlas brings the back office of a small firm into one place: documents, personnel records, training, templates, invoicing, and the obligations that sit behind them. It works alongside the practice management software you already use.
Built by investigators. Scored like a test. Bounded like a lawyer would want.
Where the method comes from
50+ years of combined investigative field experience on where controls fail and how people work around them.
How it's scored
The TrustScore is a weighted instrument designed by a co-founder trained in test development, not a checklist with a number attached.
What it won't do
TrustLens tells you what to check. It never tells you what the legal answer is.
For bar associations and malpractice carriers
Give your members a free, practical way to find their own gaps before they become complaints or claims.
Guidance for running a small firm
Plain-language articles on the parts of running a firm that nobody teaches: trust account records, client files in the cloud, and the tools that now hold client information.
