Legal accounting that protects trust, profitability, and partner confidence

We manage trust accounting, legal bookkeeping, and law firm financial operations so your firm runs compliant, profitable, and in control every month.

Audit-ready monthly close

Matter-level financials

SOC-compliant security

IOLTA & trust accounting specialists

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25+
Law firms
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99.9%
Trust accuracy
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0
Bar issues
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6+
Years in legal finance

A legal finance system that protects the firm

Financial blind spots are risks law firms cannot afford.

Numetix gives law firms a structured financial engine built around trust accounting, legal billing, partner economics, and regulatory compliance.

What we handle for law firms

Trust operations:

Trust operations:

Client funds, handled without risk

A single IOLTA error can trigger bar discipline. We treat trust compliance as the foundation, not a feature.
  • IOLTA and client trust account management with three-way reconciliations and full audit trails
  • Retainer intake, usage tracking, and replenishment in one auditable process
  • Monthly trust reports your firm can stand behind during any review
  • Bar association compliance monitored state by state across all 50 states
Trust operations:

One system. One finance partner. Zero trust-accounting anxiety.

How legal finance runs through Numetix

Every financial activity flows through one connected system, built around how law firms operate.

  • Client funds & retainersClient funds & retainers
  • Trust accounting & reconciliationsTrust accounting & reconciliations
  • Matter-level books & billingMatter-level books & billing
  • Partner & practice-area reportingPartner & practice-area reporting
  • Compliance, tax & regulatory layerCompliance, tax & regulatory layer
  • Monthly close & financial controlsMonthly close & financial controls

What makes Numetix different for law firms

Most accounting vendors support law firms. Very few are built for them.

Numetix is different because:

We design workflows around trust accounting first, not as an add-on

We report finances at the matter, partner, and practice-area level

We handle billing complexity others avoid: contingency, AFAs, split billing, rate caps, LEDES

We manage partner compensation, draws, and clawback prevention with precision

Numetix dashboard

We provide full compliance coverage, including payroll, 1099s, sales tax, and entity filings

We support multi-entity and multi-office structures with intercompany controls

We connect legal practice management software directly into accounting logic

We operate as a finance partner embedded in your firm, not a data-entry service

Financial clarity law firm leaders use

With Numetix, you get visibility into:
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Trust balances by client and matter, including retainers available vs. earned

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Revenue and profitability by partner, matter, practice area, and office

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WIP aging, collection rates, realization analysis, and DSO trends

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Real cash position vs. accounts receivable and partner draw liquidity

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Cash flow forecasts linked to receivables, payables, and billable pipeline

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Compliance status across filing deadlines and regulatory requirements

Decisions are based on numbers you trust, not reports you question.

Who we support

We work with law firms across practice areas and growth stages:
  • Litigation and trial firms
  • Boutique and mid-sized firms
  • Corporate and commercial practices
  • Personal injury law firms
  • Large law firms and multi-entity practices
  • Immigration and family law firms
  • Multi-partner and multi-office practices
  • Intellectual property and technology firms
We also serve employment and labor, tax, criminal defense, real estate, healthcare, environmental, bankruptcy and restructuring, non-profit and public interest, and virtual or remote law firms.If your firm manages trust funds, retainers, and billable work, we build the finance system behind it.
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A legal finance system that scales with your firm

Automation handles transaction volume. Legal finance specialists ensure accuracy. Experts review structures every month.

Your financial system stops being a risk

It becomes an advantage

You get:
  • Clean monthly closes and audit-ready documentation year-round
  • Consistent partner and practice-area reporting
  • Multi-state, multi-entity compliance that scales with growth
  • Payroll, 1099, and tax filings managed across jurisdictions
  • One finance partner replacing a patchwork of vendors
  • SOC certified security built into every layer
Finance should protect your firm, not drain it
Numetix builds legal finance systems that protect trust, reveal profitability, and free partners from financial chaos.
Law firm partners discussing financial strategy