Atlas by TrustLens
The back office and compliance function your firm never had time to build.
Atlas keeps your documents, people, policies, deadlines, and billing in one place, tracks the obligations behind them, and turns every gap into a task with an owner and a date. You open it in the morning. It tells you what changed.
Atlas opens to beta firms in December 2026.
64
obligations covered
20
tasks open
Obligations timeline
Trust account certification
renews Mar 12Confidentiality review
renews Apr 04Corrective actions
Add a reviewer to the monthly reconciliation
Turn on MFA for two admin accounts
Reissue the outdated engagement letter template
Refresh the vendor security report
Illustrative demo data
What Atlas does
Seven pieces, one place. Each one keeps a record of what was checked, by whom, and what happened next.
See your firm
In betaDashboard and TrustScore
One 0 to 100 read on your firm, blending obligations covered, personnel compliance, and document and activity health.
What the score blends
Obligations covered
74%Personnel compliance
61%Documents and activity
88%Weakest area: personnel compliance. Atlas recalculates the score when records change.
Illustrative demo data
Organize your documents
In betaDocuments
Connects to Google Drive, OneDrive, and other storage, sorts documents into folders with tags and versions, and flags files that need attention. Scan paper with Atlas Mobile.
Trust accounting
34 files, 2 versions tracked
Client matters
1,204 files, tagged by matter
Firm policies
12 files, one outdated version in use
Flagged
Engagement letter template, older version still in circulation
Found in Shared drive, uploaded 14 months ago
Files are sorted into folders with tags and versions, and anything off pattern is flagged.
Illustrative demo data
Track your obligations
Coming in 2027Regulatory
Tracks the rules you choose, starting with trust accounting and confidentiality, plus your own recurring items like the annual trust account certification, each with a renewal date.
Annual trust account certification
Due in 12 days
Confidentiality policy review
Due in 34 days
Vendor security report refresh
Due in 61 days
Trust account certification, last cycle
Closed 11 months ago
Your own recurring items
Add anything the firm already tracks on a calendar: bar renewals, insurance, trust account filings.
Illustrative demo data
Put your policies to work
In betaPolicy audits
Upload your policies. Atlas pulls out the obligations and proposes checks, and a person reviews them before they are used.
Uploaded
Confidentiality policy
6 pages, updated by the firm last month
Obligations found, 9 proposed checks
Who can open a client file?
Check proposed against access settings
Where are client documents stored?
Check proposed against storage connections
Is access removed when someone leaves?
Check proposed against offboarding records
J. Ruiz reviews each proposed check before it is used.
Atlas pulls the obligations out of your policy. A person decides what becomes a check.
Illustrative demo data
Close the gaps
In betaCorrective actions
Every gap becomes an item with an owner, a due date, and a severity, tracked until it is closed.
6
open
1
overdue
12
closed this quarter
Add a reviewer to the monthly reconciliation
Owner MR, due in 4 days
Turn on MFA for two admin accounts
Owner TS, due in 9 days
Reissue the outdated engagement letter template
Owner KD, overdue by 3 days
Refresh the vendor security report
Owner MR, closed last week
Each item carries an owner, a due date, and a severity until it is closed.
Nothing closes by itself. The record shows who closed it and when.
Illustrative demo data
Ask Atlas
Coming in 2027Ask "what changed this week?" or "what can I close today?" Atlas surfaces expiring vendor reports, unused admin access, and overdue policy reviews.
Asked
What changed this week?
Found 3 things
Vendor security report expires in 9 days
Report dated last year
Two admin accounts have not signed in for 90 days
Access review was due last quarter
Confidentiality policy review is 9 days late
No owner assigned
Every finding is reviewed before it becomes a task.
Ask in plain language. Atlas answers with records and dates, not opinions.
Illustrative demo data
Run the practice
Coming as add-onsTemplates, Personnel, Training, Invoicing
Engagement letters and agreements, staff records and attestations, training tied to the obligations it covers, and receivables aging.
Templates
14 engagement letters and agreements
3 need updating for state requirements
Personnel
11 staff records on file
2 attestations outstanding
Training
Confidentiality training
Tied to the obligations it covers
Invoicing
0 to 30 days
62%31 to 60 days
24%61 to 90 days
14%Records, attestations, and receivables aging, in the same place as the rest of the firm.
Illustrative demo data
What Atlas will never do
Atlas flags risk and organizes information. It will never tell you that you're compliant, or that you've violated a rule. Those are legal conclusions, and they're yours to make. Atlas tells you what to check and keeps the records together while you do.
Works alongside your practice management software
Atlas handles the parts of running a firm that practice management tools don't: trust accounting controls, confidentiality, policies, people, and records.
A Clio integration is in development.Your data
We don't train AI models on your data, and a person reviews every AI-flagged item before it's shown to you as a finding.
How we protect your dataTwo ways to get in before launch.
Join the beta list to hear when Atlas opens, or apply to be a design partner and help shape what we build. Anything you already gave us in the risk check is filled in for you.
Join the Atlas beta list
Five fields. We will email you when beta spots open.
Apply to be a design partner
For firms with 2 to 20 attorneys who want in early.