Financial Operations for Law Firms

Every trust dollar traceable. Every month closed.

A law firm runs on two kinds of trust: the client's, and the trust account's. Commingled funds are your version of a data breach. We build the reconciliation engine that keeps every dollar traceable across trust, operating, and billing, and the monthly financials that show partners where the firm actually stands.

⚖️ Encrypted, access-controlled, and built around client confidentiality. Your attorneys and bookkeeper keep full oversight.

Solutions

The Systems We Build for Law Firms

The same financial-operations engine we run inside a real client's business, applied to legal. Every build is scoped and quoted before work begins.

Trust Account Reconciliation Engine

Continuous three-way reconciliation: bank activity, the trust ledger, and individual client ledgers matched automatically, with every exception flagged the day it appears instead of at month-end. Bar-audit-ready output on demand.

Pricing

Scoped per engagement

Unified Firm Data Warehouse

Practice management, billing, trust, and operating accounts unified into one database the firm owns. Matter-level profitability and realization stop being guesswork.

Pricing

Scoped per engagement

Owner-Ready Firm Financials

A monthly P&L within five business days of month-end, built from bank-verified cash. Cash-flow forecasting, cost-advance tracking, and a clear view of what the firm can distribute.

Pricing

Scoped per engagement

Before & After

Your Firm's Books: Before vs. After

What changes when reconciliation stops being a manual monthly scramble.

Task	Before	After
Trust reconciliation	Manual three-way match at month-end, errors found days later	Continuous automated matching, exceptions flagged the day they appear
Bar audit readiness	A full trust accounting would take weeks to assemble	Audit-ready reconciliation output available on demand
Matter economics	Write-downs invisible until year-end review	Matter-level realization tracked monthly in one warehouse
Firm financials	P&L arrives from the outside accountant months late	Owner-ready P&L within five business days of month-end

Answers

Frequently Asked Questions

What about attorney-client privilege?

All systems operate under the same confidentiality obligations as any other firm technology. Data is encrypted, access-controlled, and never used to train AI models.

Does this replace our trust accounting software?

No. We reconcile across the tools you already use. Your practice management and accounting systems stay; the engine ties their records to the bank and flags what doesn't match.

Can this integrate with our case management software?

We work from the exports and reports of most major case management and billing platforms. Data flows into the warehouse automatically.

What happens when the numbers don't tie?

That's the point. Exceptions get flagged with the transaction detail behind them, so your bookkeeper resolves discrepancies the day they appear instead of hunting them at month-end.

Further reading: Three-Way Trust Reconciliation: Why Law Firms Dread Bar Audits (and How to Stop), 5 Questions to Ask Before You Hire an AI Consultant

Get Started

Ready to See the Numbers?

Run the savings calculator and see exactly how much time and money AI could save your business.

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Attorney Oversight Required

Florida Bar Compliant

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