AI Trust Accounting Modernization Checklist

Designed for legal bookkeepers and accountants to systematically evaluate, upgrade, and modernize their trust accounting workflows using AI-powered tools - from auditing your current setup to staying current as technology evolves.

AI is rapidly transforming trust accounting - but adoption without structure creates new risks. Work through each step in order to build a compliant, efficient, and future-ready practice.

Table of Contents

• Audit Your Current Setup
• Evaluate Your Current Software's AI Features
• Identify the Gaps
• Prioritize Your Modernization Actions
• Evaluate Software for Clients Who Need an Upgrade
• Train and Implement
• Stay Current
• Action Plan & Next Steps