An AI agent that keeps trust tasks on time.
Reconciliations and trust deadlines never missed.
In short
Law firms that hold client money must keep strict trust records, reconcile the trust account regularly, usually monthly, and have it externally examined each year. The Agentive Legal AI agent reminds the responsible people of each reconciliation and deadline, prepares the checklist, compares your trust ledger with the bank statement and flags differences, such as an unmatched receipt, for a person to investigate. It never moves, withdraws or receipts trust money.
Sound familiar?
- Reconciliations done late
- Differences found at the external examination
- Deadlines tracked in someone's head
How your AI agent does it
Remind
The responsible person of each deadline.
Prepare
The reconciliation checklist.
Compare
Trust ledger with the bank statement.
Flag
Differences for a person to resolve.
What changes for your firm
- Reconciliations done on time
- Problems found early
- Smoother external examinations
- Peace of mind for principals
Questions
Can an AI agent do a trust account reconciliation?
It prepares the comparison and flags differences. The responsible person in your firm completes and signs the reconciliation.
Does it move trust money?
Never. It has no part in receipting, transferring or withdrawing trust money.
Does it lodge reports with the regulator?
No. It reminds you of deadlines. Your firm lodges any reports.
More work your AI agent does
An AI agent that handles new client intake.
Client details and conflict names collected.
An AI agent that drafts costs disclosures.
Engagement documents drafted from your templates.
An AI agent that writes up your file notes.
Every call and meeting written up the same day.
An AI agent that captures your time and drafts bills.
Time captured daily, bills drafted monthly.
