Bookkeeping That Keeps Your Law License—and Your Cash Flow—Safe
We run your trust accounting, LEDES/UTBMS, AR, and monthly close so you can run your cases.
Book a Call15 minutes. We'll map your trust process and spot the top 2-3 risks.
Works with Clio, LeanLaw, LawPay, QuickBooks Online
If Your Books Make You Nervous, You're Not Alone
Law firm accounting is different: IOLTA rules, three-way recs, client ledgers, retainers, LEDES—plus partners asking, "Where's the cash?" State bars require strict trust controls. Your day is already slammed, cash gets stuck for 92 days, and corporate clients kick back invoices for LEDES/UTBMS issues.
The Problem
State bars require strict trust controls (monthly three-way reconciliations with documentation). Your day is already slammed—the average utilization rate in 2024 is 37%, meaning most of your day isn't billable. Cash gets stuck—the median lockup is 92 days, straining payroll and growth. Corporate clients kick back invoices for LEDES/UTBMS issues—e-billing systems auto-flag or reject non-compliant bills.
What This Costs You
Miss one trust rule, and you're sweating an audit. Commingling violates ABA Model Rule 1.15—even a one-time slip can mean discipline. Meanwhile, every hour you spend reconciling or rebuilding invoices is an hour you don't bill, and every day cash sits in WIP/AR is a day partners delay draws and bonuses.
The Solution
We specialize in law firms just like you. We live in Clio, LeanLaw, LawPay, and QuickBooks Online—and we treat your trust account like the bar exam is tomorrow.
What You Get Every Month
Trust-account perfection and matter-level clarity
Trust-Account Perfection
Three-way reconciliations for each trust account + client ledgers + bank statements. Delivered with an Audit-Ready Binder (checklist, reconciliations, ledgers, exception log).
LEDES/UTBMS-Clean Invoices
We scrub time/expenses, enforce codes, and reduce rejections.
Matter-Level Clarity
P&L by matter or practice group, trust balances by matter, WIP and AR aging you can act on.
Cash-Flow Discipline
Weekly deposits and payment matching (LawPay/online payments), retainer replenishment prompts, and AR follow-up to shrink lockup.
On-Time Close
Books closed on a consistent day every month, partner packet in your inbox.
CPA-Friendly
We collaborate with your tax CPA and handle 1099 vendors and trust-to-earnings transfers correctly.
Why It Works (The Receipts)
Compliance Isn't Optional
State bars require monthly three-way reconciliations with documentation. We deliver audit-ready binders every month.
Billable Time Is Leaking
The average utilization rate is 37%—just 2.9 billable hours in an 8-hour day. Focus your team where it pays.
Cash Is Stuck
Median total lockup is 92 days. We attack WIP and AR with process + payments.
LEDES Matters
LEDES is the globally recognized legal industry standard. Non-compliant e-bills can be rejected automatically.
Trust Mistakes Are Career-Ending
Commingling breaches ABA Model Rule 1.15 and violates most state bar rules.
What Working Together Looks Like
Free Trust Check (15 Minutes)
Quick screen of your trust process, LEDES setup, and month-end rhythm.
Cleanup & Setup
We fix historical trust entries, align your chart of accounts, connect Clio/LeanLaw/LawPay/QBO, and configure LEDES/UTBMS codes.
Ongoing Service
Weekly transaction posting, deposit matching, retainer monitoring, and monthly close with three-way trust recs, AR/WIP analysis, and partner packet.
Who We're Best For
Solos & Small Firms
Up to ~25 timekeepers who need bulletproof IOLTA compliance and faster cash flow.
Firms with Retainers & Settlements
Any practice with retainers, settlements, or complex cost advances requiring strict trust controls.
LEDES E-Billing Firms
Insurance defense, corporate, IP, or any firm sending LEDES e-bills using Clio/LeanLaw + QBO.
Common Questions
Do you specialize in law firms?
Yes. Law firms are one of our core specialties, along with healthcare and e-commerce. We know trust accounting, LEDES/UTBMS, and matter-level reporting inside and out.
Will you handle my IOLTA trust account(s)?
Yes—monthly three-way reconciliations, client ledgers, and documented audit trails are included. Bar guidance is clear about monthly recs and documentation.
Which software do you support?
Clio, LeanLaw, QuickBooks Online, LawPay, MyCase, and others commonly used in legal. LeanLaw and QBO support trust accounting with tight integrations.
Can you help us get paid faster?
We'll align billing cadence, enable online payments, and tighten AR follow-up. Solos/small firms using online payments get paid more than twice as fast on average.
How do you reduce LEDES rejections?
We validate time/expense entries against UTBMS and client rules before submission. E-billing systems automate checks and reject non-compliant invoices—so we fix errors before they're sent.
Get Your Free 15-Minute Trust Check
We'll map your current trust process, spot the top 2-3 risks, and show you how to cut lockup days—no obligation.
Book a CallZero pressure. Just clarity.
Compliance note: Requirements vary by jurisdiction. Our workflows follow ABA Model Rule 1.15 principles and state bar guidance (e.g., documented monthly 3-way reconciliations). We tailor procedures to your state's rules.