How it works
Three steps
Your firm keeps control of the account. Shtim keeps the records reconciled.
ONE
Get set up
Provide your current trust-account position and account information.
TWO
Shtim maintains the reconciliation
Your account is maintained through Shtim’s ongoing reconciliation service.
THREE
Stay informed
View current reconciliation and matter-level information through the client portal.
Detailed onboarding and account procedures are provided after enrollment.
Shtim does not move, transfer, authorize, or control client funds, and does not provide legal advice, audit,
or assurance services. Your firm remains responsible for attorney review and supervision of its trust
accounts and for all applicable legal, ethical, and professional obligations.
Next step
Enroll a trust account
Enrollment happens online: choose the weekly capacity, enter your open matters and their balances, execute the engagement agreement, and set up payment. If you would rather talk it through first, ask us instead.