From a 10-minute check to a practice that stays in order.
Most firms find out about a gap when someone else does: an auditor, a carrier, a client. TrustLens gives you a way to find it first, fix it, and keep it fixed.
The path at a glance
Free assessment
About 10 minutes · $0
Find out where you stand
Detailed assessment
About 30 minutes · From $35/attorney/mo
Find out what to fix first, and who owns it
Atlas
Every day · From $49/month (beta December 2026)
Keep it fixed
Start anywhere on the path. Most firms start with the free assessment.
1. Answer 37 questions about how your firm actually runs.
The questions cover 14 areas of your practice. None of them ask for legal conclusions. They ask what you do, whether it's written down, who owns it, and whether anyone checks.
Trust accounting and IOLTA
Client intake and conflicts
How each answer is scored
If you're a solo, an outside bookkeeper or CPA counts as "someone else." We don't penalize a firm for being small.
What you'll need
Nothing but your own knowledge of the firm. The best person to take it is whoever handles the trust account and the office. No documents, no logins, no account.
Take the free assessment2. See your TrustScore and the three gaps to close first.
Your answers produce a TrustScore from 0 to 100 and a risk band. Trust accounting carries the most weight, followed by client intake and conflicts, because those are the areas where a mistake costs a small firm the most.
What you get
- Your TrustScore and risk band
- All 14 areas, weakest first, with a one-line summary of each
- Your three priorities, each with a finding, why it matters, a first step you can take this week, and who should own it
- A PDF report sent to your email
Before showing results, we ask for your email and a few details about your firm, such as its size, your state, and the software you use, so the report fits your practice. We don't sell your information.
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.
3. Go deeper, and leave with a 30-day plan.
The free assessment tells you where to look. The detailed assessment tells you what to do about it.
Follow-up questions
Based on your first answers, we ask more about the areas that scored lowest. 63 questions in total.
Evidence check
For each control, we ask whether you could produce the record today. A policy you can't find doesn't help you in a questionnaire or an audit.
Key-person risk
We look at what depends on one person, and what happens to your trust account and your matters if that person is out.
A 30-day action plan
Every gap becomes a task with an owner, a timeframe, and an order to do it in.
4. Run the practice in Atlas, so fixes hold.
An assessment is accurate the day you take it. Then staff change, policies age, and rules get amended. Atlas runs the same kinds of checks continuously and keeps the back office of your firm in one place.
A Monday morning in Atlas
Your August trust reconciliation is 6 days late.
Assigned to: Office manager.
Your annual trust account certification is due in 45 days.
Supporting records are 70% gathered.
A former paralegal still has access to your shared drive.
Your engagement letter template is missing the file-retention clause.
Two staff members haven't completed confidentiality training this year.
Illustrative example
Each item has an owner and a due date, and it stays open until someone closes it.
What Atlas keeps in one place
Atlas works alongside the practice management software you already use.
Atlas opens to beta firms in December 2026.
Where to start, by firm size
| Firm size | Where to start | |
|---|---|---|
| Solo attorney | Start with the free assessment, then join the Atlas beta list | Join the Atlas beta list |
| 2 to 9 attorneys | Start with the free assessment, then apply to be a design partner | Apply to be a design partner |
| 10 to 20 attorneys | Start with the free assessment, then apply to be a design partner | Apply to be a design partner |
| More than 20 attorneys | Talk to us about a custom setup | Talk to us |
We tell you what to check. Never what the legal answer is.
TrustLens flags risk and organizes information. We won't tell you that you're compliant or that you've broken a rule. Those are legal conclusions, and they belong to you and your counsel. Your answers to the free assessment are scored by fixed rules, not sent to an AI model, and we never train AI on your data.
How we protect your data