A bookkeeping system that protects the firm
Law firm bookkeeping errors create compliance risks, not just mistakes.
Problems law firms face
Unreconciled trust accounts creating bar risk
Miscategorized transactions causing reporting errors
Month-end close taking 2–3 weeks
No visibility into matter-level profitability
Manual data entry consuming staff time
Generic bookkeepers who don't understand IOLTA
What Numetix delivers:
IOLTA-first bookkeeping with daily reconciliation
AI categorization with 99.8% accuracy
3-day close with audit-ready financials
Matter-level and practice-area cost tracking
Automated bank feeds and receipt matching
No follow-ups. No fixing mistakes. Just clean books.
What we handle for your law firm’s books
Stay compliant and audit-ready with bookkeeping built specifically for law firms.
Daily bookkeeping:
Transaction categorization and accuracy
- Transaction categorization by expense type
- Automated bank feed sync and reconciliation
- Receipt matching and documentation
- Expense coding by matter and practice area
One system. One bookkeeping partner. Zero trust-accounting anxiety.
How law firm bookkeeping runs through Numetix
Every step of your bookkeeping process, from daily transactions to monthly close, built for law firms.
Bank feeds & receipts
AI categorization
Trust reconciliation
Matter-level tracking
Monthly close
Partner-ready reports
What makes Numetix different for law firm bookkeeping
Most bookkeepers support law firms. Very few understand IOLTA.
Trust-first workflows designed around IOLTA compliance
AI + CPA hybrid model (80% automated, 20% expert review)
Matter-level cost tracking and practice-area profitability
Daily automated reconciliation instead of weekly/monthly
Legal software integration (Clio, PracticePanther, etc.)
3-day close guarantee with audit-ready documentation
Dedicated legal bookkeeping team, not generic accountants
SOC-2 compliant data handling and secure processes
Bookkeeping clarity law firm leaders use
Trust balances
Trust balances by client and matter, including retainers available vs. earned
Revenue by practice area
Revenue and profitability tracking by practice area and matter
Expense trends
Expense trends and cost tracking by matter and category
Cash position
Cash position vs. receivables and partner draw liquidity
Monthly P&L
Monthly P&L with variance analysis and partner reporting
Compliance status
Compliance status and audit readiness across all requirements
Decisions based on numbers you trust, not bookkeeping you question.
Who we support
- Solo and small law practices
- Boutique and mid-sized firms
- Corporate and commercial practices
- Multi-office and multi-partner firms
- Litigation and trial firms
- Personal injury law firms
- Family and immigration law firms
- Intellectual property and tech law firms
Beyond bookkeeping: a complete legal finance system
Full-service accounting
- IOLTA compliance
- Partnership returns
- Entity optimization
Tax & compliance
- CPA-led tax planning
- K-1 preparation
- Multi-state filings
Payroll & HR
- Attorney compensation
- Partner payments
- Benefits administration
Fractional CFO
- Cash flow forecasting
- Lateral hire modeling
- Growth planning
Law firm bookkeeping that scales with your firm
Your bookkeeping system should grow with your firm, from startup to multi-office operation. Numetix combines AI automation, specialist expertise, and CPA oversight to deliver enterprise-grade bookkeeping at any size.
Your bookkeeping stops being a risk
It becomes an advantage
- Automated daily transaction categorization
- IOLTA reconciliation and trust accounting
- 3-day month-end close with audit-ready records
- Matter-level and practice-area profitability
- CPA expertise and legal bookkeeping specialization
- Dedicated legal bookkeeper support on your team