IOLTA trust accounting
Per-matter trust ledgers; client funds never co-mingled with operating cash. Three-way reconciliation report ships ready for state-bar audit format.
For legal practices
Built for the rules your firm already follows
IOLTA-aware trust-account ledgers, three-way reconciliation, and bar-format audit trails — without forcing your firm onto practice-management software you don't need.
What's included
Built around the workflow your firm already uses
Engagement letters
Templated agreements that map to fee structures (flat / hourly / contingency / retainer) with e-signature + automatic file in matter.
Matter timeline
Every event — call, email, document, payment, ledger entry — in one chronological view filterable by date range or matter participant.
Conflict checks
Search across all matters by party, opposing counsel, or related entity before opening a new file. Keeps you out of the disclosure trap.
Time entry + invoicing
Per-matter time tracking rolls into invoices that surface trust balance + remaining retainer alongside fees.
Bar-format audit trail
Every read + write on a matter logs to the audit table. Export filterable by matter id + date range when an audit lands.
Stop juggling Clio + QuickBooks + Dropbox
One platform handles matters, trust ledgers, document storage, e-signature, and billing. Three monthly subscriptions become one.
Start running pre-engagement intake
Conflict-check + intake form + engagement letter + first invoice flow ships out the door in one session, not three.
See: a single-page matter view
Trust balance, outstanding fees, last activity, next deadline. The page a partner asks an associate to pull up; you just open it.
Take it for a spin — 14-day free trial
No credit card. Spin up a sample matter, run a conflict check, generate a fake invoice. Decide for yourself.
Start free trial