Trust Accounting

Manage client funds, stay compliant, and never worry about mistakes.

About

Built for how law firms actually handle money

Automatic fund separation

Client (trust) and operating funds are always kept separate—no manual handling required.

Trust auto-replenishment

Keep balances above your minimum automatically. When trust runs low, clients are charged automatically.

Real-time trust balances

See exactly how much is in trust for every client and matter—at any time.

Audit-ready records

Every transaction is tracked, categorized, and stored—so you’re always prepared for audits.

FAQs

FAQs about trust accounting software for law firms

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Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.

Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.

Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.