Know exactly where your firm stands. Then keep it there.
TrustLens finds the trust accounting, confidentiality, and operations gaps inside your practice. Atlas keeps them closed, so a fix made once holds.
Works alongside Clio, MyCase, and the tools you already run. Priced per firm, not per lawyer.
Free. About 10 minutes. We find and organize the gaps. We don't give legal advice.
Moderate risk
Pick an area to see what we found and what to fix first.
Three-way reconciliation is five weeks behind, and one client ledger has no named owner.
First fix
Set a monthly reconciliation date, then name an owner for every client ledger.
Nine open items across three tools, in one view.
Answer plainly. That is the whole point.
A review is only worth doing if you can tell the truth on it. Here is exactly what happens to what you enter.
Only you see your answers
Your answers sit in your own account, and the report goes to the email you enter. We do not share it with your partners, your malpractice carrier, or your bar.
Nothing is submitted anywhere
This is a private working document inside TrustLens. It is not a filing, it is not a compliance certificate, and we never send it anywhere on your behalf.
No card, and no call you did not ask for
You get the score, the band, and the first three fixes on screen without paying or talking to anyone. A readiness review happens only when you request one.
We do not give legal advice. The TrustScore is a structured read of what you tell us, not a legal opinion and not a guarantee.
You're the managing partner, the bookkeeper, and the IT department.
Small firms answer to the same rules as large ones, without a compliance officer 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. None of it looks wrong from the inside. TrustLens makes it visible in about ten minutes.
Every unearned dollar has to sit in the right account, reconciled against the bank and each client ledger. One missed account breaks the whole set.
Protecting client information is an ethical duty that now covers your cloud storage, your email, and the AI tools your staff use.
Cyber carriers want MFA, backups, and a written incident plan before they bind coverage. TrustLens shows you which of those you can prove.
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, and you can pick it back up later.
Get your TrustScore
A 0 to 100 read on your firm, a risk band, and the three gaps to close first.
Get a 30-day plan
The detailed assessment finds your evidence gaps and key-person risk, then hands you a 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.
One page of the report you get.
Every area is scored, the record it needs is named, and the first step is written out. This is the trust accounting page from a four-attorney firm.
Firm review, sample
Prepared for a four-attorney firm
TrustScore
Several controls exist on paper but have no owner and are not performed on a set cadence.
First three areas to fix
Trust accounting and IOLTA
A monthly three-way reconciliation of the trust account
Written down, with no owner and no set cadence
Access and accounts
Multi-factor authentication on email, practice management, cloud storage, and banking
Done informally, with nothing written down
Vendor and cloud diligence
Re-checking key vendors at least once a year
Not in place
First step, trust accounting
Open last month’s reconciliation and check that three numbers agree: the bank statement, the trust ledger, and the sum of the client ledgers. Write the date and your initials on it. That one page is the record most firms are missing.
Sample only. Your report uses your own answers and names the record each area needs.
Get your own score14 areas decide how your firm holds up.
Trust accounting, confidentiality, documents, access, insurance, and the rest of the back office, scored one area at a time.
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.
What the spreadsheet cannot tell you.
Manual tracking works right up until the month it gets skipped. Atlas runs the same checks on a schedule and keeps the record as it goes.
Knowing where the firm stands
Manual
An annual scramble before the renewal, or the first time a client asks. The picture is whatever you remember to check.
Atlas
A 0 to 100 score that moves as checks run, blending obligations covered, personnel compliance, and document health.
Trust accounting and confidentiality checks
Manual
A calendar reminder that gets skipped in a busy month, and no record that anyone ever reviewed it.
Atlas
The obligations you choose, each with a renewal date and its evidence attached, so a skipped month is visible.
Turning a gap into a fix
Manual
A note in a document or a line in an email thread, and nobody named to close it.
Atlas
Every gap becomes an item with an owner, a due date, and a severity, tracked until it is closed.
Answering a carrier or an auditor
Manual
Two days of assembling emails, and whichever version of the policy you can find.
Atlas
The record already dated and attached, ready to send when someone asks for it.
Scoring and corrective actions are in beta with design partners now. Obligation tracking follows in 2027. Current status is listed on the Atlas page.
See what Atlas automatesCompliance 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, and a shared language for fixing them.
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.
What happens after your score.
No sequence of follow-up emails, and nobody calling you about your answers.
On screen, the same minute
Your score, your band, your first three fixes
You see the number, what the band means in plain words, and the three areas worth your attention first. No email gate on that part.
By email, right after
The full report as a PDF
Every area scored, the record each one needs, and the first step written out, so you can hand it to a partner or an office manager.
Then, only if you want it
The detailed review and Atlas
The detailed assessment turns gaps into a 30-day plan with owners and dates. Atlas keeps the checks running. Nothing auto-charges.
Run your firm on evidence, not guesswork.
Start with the free TrustScore. Ten minutes, and you'll know what to fix first.