Simplified trust accounting for the non-accountant.
Taking the complexity out of traditional accounting software so law firms can save time and confidently manage their trust accounts within state bar regulations.
Reconcile with ease, not worry
Accounting software exclusively built for law firms to easily track activity at the client level and stay compliant.
Compliant and secure trust accounting
Built-in controls and three-way reconciliations mean you never have to worry about violating your state bar regulations. All trust account activity is automatically maintained so your client ledgers are always up to date.
Easy and intuitive workflows
Say goodbye to overwhelming spreadsheets and confusing accounting software. The guided workflows make it simple for anyone to confidently record accounting activity in just a few steps.
High level overview of account activity
Gain better insight into what is coming in and out of your trust accounts in a single view. All trust activity is automatically associated with a client so you can easily track cash flow and costs for the client to make more informed business decisions.
Make time for what matters most
Ditch the paper ledgers and spreadsheets. Start managing your trust accounts 100% online and get back time to focus on your clients.