Trust account bookkeeping for law firms, done for you
- Monthly three-way IOLTA reconciliation with audit trails
- Bar compliance across all 50 states
- Catch-up and cleanup of trust/operating books
See how we would handle your trust bookkeeping. No account access needed to start.
Trust bookkeeping handled for you every month
Your dedicated legal finance specialist keeps your IOLTA and operating books reconciled, compliant, and audit-ready. AI-powered, expert-led, human-in-the-loop.
- We check your IOLTA setup for compliance gaps
- Catch-up and cleanup of trust/operating books
- Confidential, no obligation, 30-day
Book your 15-minute call
Tell us about your firm and we'll show you how we'd handle your trust books. No account access needed.
Onboard in one call
We map your IOLTA setup, practice management system, and reconciliation history, no account access needed to start.
See where you stand with the bar
Get a clear report on trust-account compliance, missing reconciliations, and what your state bar would flag in an audit.
Fix issues and stay compliant
We clean up past errors, establish monthly three-way reconciliation, and keep your books audit-ready going forward.
Don't gamble your bar standing on a generalist accountant.
Trust accounting is not a side task. Our team handles IOLTA compliance first — three-way reconciliation, audit trails, and bar reporting — so you can focus on practicing law.
- Monthly three-way IOLTA reconciliation
- Full audit trails for every trust transaction
- Bar compliance monitored across all 50 states
- Matter-level profitability reporting
- Dedicated legal finance specialist, not a generalist
One bar complaint can cost you everything
Trust-account errors don't just cost money — they threaten your license. Partner with specialists who treat IOLTA compliance as non-negotiable.
We integrate with your practice management and accounting software, or configure it for you
Protect your reputation and your bar standing
We record every transaction, deliver the monthly three-way reconciliation reports your state bar requires, and tie the data back to your practice management system. Client funds are handled without risk, with full audit trails.
Find out where you stand before the bar does
Our free diagnostic reviews your IOLTA setup, flags reconciliation gaps, and gives you a clear picture of your compliance status — with a cleanup plan if needed.
Fix messy trust books without the panic
Behind on reconciliations? We clean up historical trust and operating accounts, establish proper processes, and get you current — without disrupting your practice.
Stay bar-compliant month after month
Monthly three-way reconciliation, audit-ready reports, and proactive alerts when something needs attention. Never wonder if your trust account is compliant again.
Trust accounting done right — so you can practice with confidence
We understand that for lawyers, financial compliance isn't optional. Our team specializes exclusively in law firm finance, with IOLTA trust accounting at the core of everything we do.
Keep your trust account clean and bar-compliant
Book a 15-minute call, or request a free compliance review. No account access