For professionals who hold client money
Client money, always in balance
Trust accounting that keeps you audit-ready, with three-way reconciliation, client ledgers, and bank imports — plus every client file, deadline, and document in one calm workspace.
Flat pricing per firm. Ready in five minutes.
- Law firms · Florida trust rules, ready today
- Accountants & tax preparers · early access
- Real estate & property managers · early access
- Physical & occupational therapists, doctors, engineers, architects, consultants and other professionals · early access
MattersDeadlinesDocumentsTrust
New matter: Delgado v. Kessler, an auto accident case.
SampleMatter
Delgado v. Kessler
Area
Personal injury
Next hearing
Mar 28
Documents
3 filed
Parties in the matter:
- • Plaintiff: Rosa Delgado (our client)
- • Defendant: Luis Kessler
- • Insurance: Meridian Mutual, liability carrier
Deadlines, each counted twice before it counts:
- • Response to motion to compel, due Mar 18. Both counts match.
- • Expert disclosure, due Mar 24. Both counts match.
Documents, renamed on arrival:
- • Scan_0042.pdf → Delgado v. Kessler – Medical Records.pdf
- • Scan_4471.pdf → Delgado v. Kessler – Notice of Hearing.pdf
Money in the matter, every amount scanned and counter-checked:
- • Invoices and medical bills: 6 scanned in, the amount on each read from the scan.
- • Payments: 3 received from Meridian Mutual, each logged against a bill.
- • Settlement: $48,500 agreed. Check received Mar 9, deposited Mar 12.
- • Counter-check: the hospital bill reads $12,400, Meridian paid $11,780. $620 difference, flagged.
The Trust tab, the same desk:
Bank, adjusted
$48,500
Ledger (book)
$48,500
Client ledgers
$48,500
Balanced. The bank statement, the ledger and the client ledgers agree.
- • Client ledger, Rosa Delgado: $6,200 held. Planned costs come to $5,900 — $300 would remain, flagged for a look.
Every file renamed, every deadline and dollar double-checked
Sample
Dropped in, renamed on arrival
Matter: Delgado v. Kessler
Scan_0042.pdf
Delgado v. Kessler – Medical Records.pdf
Scan_4471.pdf
Delgado v. Kessler – Notice of Hearing.pdf
document (3).docx
Delgado v. Kessler – Draft Demand Letter.docx
Deadline check
Response to motion to compel
- First count
- Mar 18
- Second count
- Mar 18
- Result
- Counts match
The date counts only after the second count agrees with the first.
Cash flow, counter-checked
Delgado v. Kessler — money in the matter
- Hospital bill, scanned
- $12,400
- Meridian Mutual paid
- $11,780
- Counter-check
- $620 short, flagged
Every scanned invoice, bill and payment is read and matched, line by line. A discrepancy is flagged; the attorney settles it.
Never lets a client balance go below zero
A payment past what a client actually holds is refused in plain words — the wall is in the books, not in your memory.
Monthly three-way reconciliation in minutes
The bank statement, the ledger and the client ledgers stand side by side until they agree, and the month is saved as proof.
Bank CSV import with match suggestions
Bring in the bank’s own export. We suggest which ledger entry each line matches; you confirm before anything is marked cleared.
Clients see their own trust statement
Their own portal, with the money held for them in and out, dated — and nothing else. Sharing stays off until you switch it on.
Trust rules differ by state and bar. myDesk is bookkeeping, not legal advice — review your trust accounting against your bar's rules.
Up and running in five minutes
Step 1
Create a matter
Give it a name and it is open.
Step 2
Add a deadline
Enter the date. myDesk counts it a second time.
Step 3
Drop in a document
Whatever it is called now, it is renamed for the matter.
SampleMade-up entries, shown to give a feel for the desk.
Delgado v. Kessler, auto accident, insurance disputeAlvarez, paternity and timesharingEstate of Whitfield, probateKim v. Kim, modification of supportOkafor, name change petitionMarsh, simplified dissolution
Response to motion to compel, due Mar 18Financial affidavit, due Mar 24Case management hearing, Apr 2Notice of production, due Apr 9Mediation statement, due Apr 15Final hearing, Apr 28
Scan_0042.pdf → Delgado – Medical Records.pdfScan_4471.pdf → Rosa Delgado – Notice of Hearing.pdfdocument (3).docx → Kim – Draft Support Order.docxdownload.pdf → Whitfield – Petition for Administration.pdfScan_0107.pdf → Marsh – Marital Settlement Agreement.pdfScan_0091.pdf → Delgado – Hospital Bill $12,400.pdf
Make the most of your firm's time and budget
Start free, no card. Flat per firm, monthly through Stripe hosted checkout, no annual billing.
