Get started

Enroll a trust account

Tell us about the firm and the account. We will confirm scope, the opening position we need from you, and the weekly capacity that fits the account’s activity.

What happens next

We reply to confirm scope and answer questions about the account.
You supply the opening position — open matters and the amount held for each — and appropriate viewing access to posted bank activity.
We compare the total of the opening matter balances against the opening account position. If they do not agree, the account stays in Setup Pending until corrected.
You execute the engagement agreement electronically and set up payment; the $500 setup fee is due before setup begins.
Shtim reviews and activates the account, and the weekly cycle begins.

Please do not send confidential information through this form. No account numbers, online banking credentials, client names, client documents, or matter details. Everything sensitive is collected later inside the secure portal.

Firm inquiry

Required fields are marked with an asterisk.

Firm legal name *

DBA or trade name

Primary contact *

Title

Email *

Phone

Trust accounts to enroll

Approximate posted transactions per week A rough figure is fine. Each separately posted line counts as one.

Weekly capacity of interest

Desired start

Anything else we should know Please keep this free of client-identifying details.

I understand that submitting this form does not create an engagement, and that Shtim provides nonlegal bookkeeping and reconciliation services rather than legal advice. *

Prefer email? Write to us.