Get in touch
Book a walkthrough, or just ask
Twenty minutes on a screen share. Bring last month's reconciliation and whatever went wrong at your last examination. If TrustLedger is not right for your practice you will be told that early rather than sold to.
Email, and a person replies
Say where you practise, roughly how many matters hold trust money at any one time, and what you would like to see. If something specific went wrong at your last examination, say what. That is the most useful thing you can tell us.
No newsletter, no sequence of follow-up emails. A reply from a person.