Essentials For: Small & Solo Law Firms
Designed for solo and small law firms needing trust accounting, expense tracking, and compliance.
1. What it includes?
✔ IOLTA Trust Accounting & Compliance
✔ Client invoice tracking & reconciliation
✔ Monthly financial statements
✔ Expense tracking & case cost management
2. Who is it for?
- Solo practitioners and small law firms
- Law firms needing trust account management
- Firms looking to maintain compliance effortlessly
3. Why Choose This Package?
✅ Ensures accurate trust accounting & compliance
✅ Simplifies legal billing and financial reporting
✅ Keeps case expenses organized and manageable
Price Starting at: $900/month
essentials for: Mid-Sized to Large Law Firms
Financial management for mid-to-large law firms needing reporting, payroll, and trust compliance.
1. What it includes?
Everything in Law Firm Essentials:
✔ IOLTA Trust Accounting & Compliance
✔ Client invoice tracking & reconciliation
✔ Monthly financial statements
✔ Expense tracking & case cost management
PLUS:
✔ Payroll processing for attorneys & staff
✔ Advanced trust account reconciliation
✔ Profitability & cash flow analysis
✔ Tax strategy consultation
2. Who is it for?
- Mid-sized to large law firms with multiple attorneys
- Firms requiring payroll processing and financial strategy
- Practices looking for better profitability tracking
3. Why Choose This Package?
✅ Manages attorney payroll & firm-wide finances
✅ Ensures full trust compliance & reconciliation
✅ Provides financial insights for long-term firm growth