Bookkeeping built for law firms
IOLTA compliant. Bar-ready books.
Trust accounting, client billing reconciliation, partner distributions, payroll for associates and staff, and tax-ready books — managed by a dedicated bookkeeper who understands legal practice finances.
Law firm bookkeeping challenges we solve
IOLTA Trust Accounting
Separate trust ledgers, monthly reconciliation, and compliance with state bar trust accounting rules. Every client trust transaction tracked individually.
Client Billing Reconciliation
Match billed amounts to collected payments. Track outstanding AR by client matter with aging reports.
Partner Distributions
Track partner capital accounts, profit allocations, guaranteed payments, and equity distributions accurately.
Expense Tracking by Matter
Categorize expenses by client matter for accurate cost recovery and profitability analysis per case.
Financial Reports
P&L by practice area, partner compensation reports, trust account summaries, and cash flow forecasting.
Receipt Capture
AI-powered receipt capture for client expenses, court filing fees, and business costs. Upload, email, or snap — included.
What's included for law firm clients
We serve all legal practices
Your practice deserves a bookkeeper who understands legal finance.
Plans from $249/mo. IOLTA compliance, tax filing, payroll, and QuickBooks included.