LCAI Diagnostic Assessment™ - Early Access

See where your financial records stand...

LCAI™ compares supporting financial records and organizes the results into a clear assessment report, with documented findings, source references, and practical next steps. Understand where your records agree, where differences appear, and what needs attention.

INITIAL FOCUS: LEGAL TRUST ACCOUNTING

Our initial assessments compare bank records, accounting records, and client or matter ledgers for an agreed trust account and reporting period. This helps bring discrepancies, missing information, and unresolved questions into focus.

WHAT YOUR ASSESSMENT REPORT PROVIDES

• A summary of the records reviewed and comparisons performed.
• Identified differences with supporting source references.
• Missing information and limitations affecting the assessment.
• Unresolved questions requiring further review.
• Recommended next steps, including where guided remediation may help.

Request An Assessment

Where records are incomplete or a difference remains unexplained, the assessment makes that clear...

A GUIDED FIRST ENGAGEMENT

We begin by confirming your needs, record readiness, scope, and pricing.

Findings are reviewed against the supplied evidence before your report is delivered. A walkthrough helps you understand the results and determine your next steps.

EARLY ACCESS, WITH DIRECT SUPPORT

Early access engagements provide a defined Diagnostic Assessment with direct support and an opportunity to share feedback on the process and report.

Any additional review or guided remediation is discussed and separately scoped before work begins.

TAKE THE FIRST STEP

Request an assessment to discuss your records, the questions you want answered, and whether LCAI™ is the right fit.

The Diagnostic Assessment does not include corrections to your records, an audit or assurance opinion, compliance certification, or completed independent validation or attestation.

LCAI Diagnostic Assessment™ - Early Access

Where records are incomplete or a difference remains unexplained, the assessment makes that clear...

Ready to take the next step?