Client funds, the trust bank account and the firm's books are three records that have to agree, and proving they do is the part that keeps managing partners awake. Here they're one system, and the three-way reconciliation is a report you run — not an afternoon with a spreadsheet.
Try It Free for 30 DaysEvery client has their own ledger inside the trust account. Deposits, disbursements and transfers to the operating account are posted per client, so no client's balance can quietly fund another's.
Trust bank statement, trust book balance and the sum of the client ledgers, lined up in one report. Run it monthly for the file, or the moment someone asks.
Filing fees and expert invoices advanced on a client's behalf are tracked against the matter and recovered at billing, separately from the firm's own overhead.
A settlement arrives in trust, the fee and advanced costs come out, liens and the client's share are disbursed, and the statement that explains it is generated from the same numbers.
The Law Firm Edition is included with Professional — trust accounting and the firm's full books in one annual subscription, rather than a practice-management tool plus a separate accounting package to reconcile between.
More than five sets of books, or several offices? Enterprise consolidates them →
Only the money half. Trust, matters, costs, billing and the firm's books live here; calendaring, documents, intake and conflicts workflow stay in your practice management tool. For most firms the trust ledger was the part that lived in a spreadsheet anyway.
Built and shipped. Per-client trust ledgers, three-way reconciliation, conflict checking, hard and soft costs and contingency settlements are all live, covered by a 57-check automated smoke test that runs before every release.
Not yet, and we'd rather say so. The three-way reconciliation itself follows the standard every state bar builds on, and firms use it for their compliance filings today. State-specific report templates, trust-overdraft alerts and a bar-compliance dashboard are the next phase — tell us your state and we'll build toward it.
Yes. The trust engine isn't hard-coded to IOLTA — it handles any held-for-another funds with the same per-beneficiary ledger and reconciliation, which is also how our real estate customers hold earnest money and security deposits.
Yes. Advisor connections are included and don't use one of your seats. If your accountant runs their practice on BizBooks Pro, they can connect to your books from theirs.
Import them. Bring your chart of accounts, clients and history across from QuickBooks or a CSV, and we'll help map the trust accounts and matters so the opening balances tie out — that's part of getting started, not a separate engagement.
Free for 30 days with everything switched on. No card to start.