Legal Accounting You Can Trust
Law firms have unique accounting requirements—strict trust accounting rules, complex billing arrangements, and partner distributions. Our legal accounting specialists understand the rules and help you stay compliant while maximizing profitability.
We handle IOLTA (Interest on Lawyers' Trust Accounts) with precision, ensuring every client's funds are properly tracked, never commingled, and reconciled monthly. We also provide matter-level profitability analysis so you know exactly which cases and clients drive profit.
- IOLTA Trust Accounting & Reconciliation
- Client Retainer & Escrow Tracking
- Matter-Level Profitability Analysis
- Partner Profit Distributions
- Contingency Fee Tracking
- Hourly & Fixed Fee Billing Support
- Time & Billing System Integration
- Bar Compliance Reporting
- Accounts Receivable by Matter
- Law Firm-Specific KPIs
IOLTA Compliance Without Stress
Trust accounting errors are the fastest way to run afoul of bar regulators. We ensure every client dollar is properly tracked, never commingled with operating funds, and reconciled to the penny monthly. You get clean IOLTA reports that satisfy any audit.
IOLTA Trust
Accounting
We maintain strict compliance with IOLTA rules—tracking client funds separately, never commingling, and providing monthly reconciliations.
Matter
Profitability
Analyze profitability by matter, client, and practice area. Know which cases are worth taking and where to focus your marketing efforts.
Partner
Distributions
Track partner draws, capital accounts, and profit distributions accurately. Provide clear reporting that keeps partners informed and happy.
Frequently Asked Questions
IOLTA (Interest on Lawyers' Trust Accounts) holds client funds separately from operating accounts. Strict rules govern these accounts—errors can trigger bar complaints and even disbarment. We ensure absolute compliance.
We track each client's retainer balance separately, deduct earned fees as billed, and provide clear reporting showing available balances. Never spend unearned retainers accidentally.
Yes! We integrate with Clio, QuickBooks Time, PracticePanther, MyCase, and other legal practice management systems—automating data flow and eliminating duplicate entry.
We track expenses by case, monitor settlement proceeds, and calculate attorney and client shares accurately. Full transparency for contingency matters.
You get monthly IOLTA reconciliations, matter-level P&L statements, accounts receivable aging by matter, partner distribution reports, and practice area profitability analysis.
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