Who is behind it
Written by someone who has to comply with these rules
A solicitor who holds trust money, answers to an external examiner every year, and wrote the software he wanted to hand over.
Why this exists
A principal who holds trust money is personally exposed if the trust account is wrong. The consequences are not commercial. They are disciplinary, and they attach to a person, not a company.
The software on offer to that person is mostly a practice management suite in which trust is one module among fifteen, priced per user, built for a firm that wanted everything. The alternative is a spreadsheet and a bank feed, which works until the year it does not.
TrustLedger is the third option: one statutory obligation, implemented properly, priced so that a firm never has to think about it.
Who wrote it
TrustLedger was written by a practising solicitor to run his own firm's trust account. It comes from Viridian Lawyers Pty Ltd, a Sydney law practice. Every screen in it is there because someone needed it at a month end, or because an examiner will ask for it. The author's own name is on the trust account it was built for.
One practice deep
TrustLedger was written for one practice: one set of practice areas, one volume of matters, one way of working, one state. The second firm will do something the first never did.
That is why a walkthrough comes before anything else. Bring the thing your practice does that you suspect nobody else's does. Twenty minutes on a screen share settles whether TrustLedger fits it.
Where the responsibility sits
TrustLedger keeps records. Whether a receipt belongs in trust, whether a transfer is authorised, whether your retainer permits a disbursement: those are your professional judgements, and no software can make them for you.
Your practising certificate, your obligations under the Uniform Law and your external examination remain yours.