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TrustReq
The only solution built specifically to help lawyers and paralegals comply with the Law Society of Ontario's By-Law 9
We are a proud Platinum Sponsor of the
Ontario's Bar Association's "Legal Conference and Retreat 2024" in Muskoka.
FEATURES
Find out how we're making life easier for lawyers
TrustReq is multifunctional. Need to generate a By-Law 9 form to transfer trust funds? Or manage your cash acceptance limits? Or ensure that your referral fee activities are compliant?
Remote identity verification
Learn more
We use advanced biometric AI technology to help you securely verify your client's identity, in compliance with the LSO's requirements.
By-Law 9 form generation
View form tutorials
Answer a few simple questions, generate By-Law 9 forms, and store them in your records for audit purposes.
Cash compliance
View cash tutorials
There are limits (and exceptions!) to how much physical cash you're allowed to receive. Easily record, track and manage your cash compliance obligations.
Referral fee compliance
View referral tutorials
Referral fees are heavily regulated by the Law Society of Ontario. Generate LSO mandated referral fee agreements that reflect each matter's unique circumstances, track referral fee limits, and much more.
Valuable property records
View VPR tutorial
Helping you stay compliant with section 18(9) of the Law Society of Ontario's By-Law 9
Be audit ready
Although no service provider can guarantee how a spot auditor will assess your firm, we're confident that TrustReq will significantly increase you likelihood of passing your audit with flying colours. We've meticulously studied the LSO's rules and By-Laws to give you the best chance of success.
Convenient dashboard
The main dashboard page helps keep your LSO compliance activity organized.
Share data with auditors
Spot audits are easier when you can share all relevant data with an LSO auditor in a couple of easy clicks.
Monthly trust reconciliations
Complete your monthly trust reconciliations as required by s. 18(8)(ii) of By-Law 9
See what our users say...
"This product is a game-changer for legal-financial compliance for Ontario lawyers! Straight forward, simple to use, efficient and comprehensive, it has quickly become indispensable as part of my Firm's compliance infrastructure." - Devon Sivill, Lawyer at DSLPC
"Makes the process simple and directs you through the process with explanatory notes so you can understand the "WHY" of compliance" - James Dondo, Ontario Paralegal
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