Clasp Partners with Citizens Private Bank to Support Law Firm Financial Infrastructure

We’ve partnered with Citizens Private Bank to support trust account setup and banking infrastructure for firms using Clasp.

This is a different kind of partnership.

It’s not about adding a feature — it’s about addressing a foundational part of running a law firm that often sits outside of software entirely.

The Gap Between Software and Reality

Most legal software focuses on managing work inside the firm:

cases, documents, billing, communication.

But an equally important part of operating a firm exists outside of that:

• setting up trust accounts

• managing operating accounts

• ensuring compliance with financial requirements

• establishing a reliable banking relationship

For many firms — especially new or growing ones — this process is fragmented, unclear, and time-consuming.

It’s something you have to figure out separately from the tools you use every day.

Why This Matters More Than It Seems

Financial infrastructure isn’t just administrative.

It directly impacts how a firm operates:

• how quickly you can start accepting clients

• how you handle client funds

• how confidently you manage compliance requirements

• how smoothly your billing and payments workflows function

When this foundation isn’t set up correctly, it creates friction everywhere else.

What This Partnership Enables

Through our partnership with Citizens Private Bank, firms using Clasp can:

• establish trust and operating accounts with a bank that understands legal workflows

• align their banking setup with how their firm actually operates

• reduce the time and complexity involved in getting set up

• build on a more stable financial foundation from the start

This is especially valuable for firms at inception, where these decisions shape how everything runs moving forward.

Bringing Infrastructure Closer to the System of Record

One of the consistent challenges we’ve seen is that the most critical parts of running a firm are often disconnected:

• your software

• your payments provider

• your bank

Each operates independently, even though they’re tightly related in practice.

This partnership is a step toward bringing those pieces closer together.

Not by forcing everything into one tool — but by ensuring they are aligned from the beginning.

What This Changes for Firms

For firms using Clasp, this means:

• less time navigating account setup and banking requirements

• fewer mismatches between how your bank is structured and how your software operates

• a clearer path from firm formation to active operations

• more confidence in handling client funds correctly

It removes a layer of friction that most firms simply accept as part of the process.

Part of a Broader Direction

This partnership reflects a broader direction for Clasp.

We’re not only focused on improving workflows inside the software.

We’re also focused on helping firms build the right foundation around it.

Because running a law firm isn’t just about managing cases.

It’s about having the right systems — financial, operational, and technical — working together from the start.

We’re excited to support the firms we work with through this partnership and continue building toward a more complete foundation for modern legal practice.