TrustBooks

TrustBooks is accounting software made only for law firms. It keeps client ledgers up to date as activity is recorded and supports the trust account rules set by state bars.

Features

• Trust accounting: maintains each client's ledger and prevents balances going negative.
• Three-way reconciliation: automated reconciliations to support bar compliance.
• Firm accounting: records the firm's own finances and produces legal-specific financial reports.
• Client-level tracking: follows all activity per client.
• Reconciliation service: the team can complete bank reconciliations for one account, overseen by a CPA, and help with bookkeeping and onboarding.
• Integrations: connects with other legal technology software.

Clients

Attorneys and small law firms, including solo practices, in the United States.