Trust & Operating Separation
Manage both without spreadsheets.
Full Legal Accounting Suite
Run trust and operating accounts, reconciliations, and firm-wide financial reporting inside the same platform that runs your matters.

Key features
Manage both without spreadsheets.
Automated tools for trust account compliance.
Track bills, invoices, and receivables.
Full financial view of the firm.
Trace every entry with full history.
Generate P&L, balance sheets, and ledger summaries.
Keep exploring
From intake to invoicing, streamline workflows, automate tasks, and delight clients, all in one unified platform.