Bookkeeping tailored to law practices

- Monthly and quarterly reporting

- Revenue and expense tracking

- Financial reporting and insights

- Trust account compliance support

Protect your firm from costly errors and regulatory issues.

- Three-way IOLTA reconciliations

- Settlement distribution tracking

- Compliance with bar association requirements

- Clear audit-ready reporting

Best-in-class practice management

- Initial account setup and customization

- Integration with accounting software

- Matter management, billing, and trust accounting configuration

- Ongoing maintenance and troubleshooting

- Training and best practices for attorneys and staff