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Trust Accounting Software with Workflow Management

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Clio logo
4.7
(1.5K)

Cloud-based legal practice management software

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Clio’s trust accounting software allows you to streamline reconciliation by tracking multiple bank accounts and organizing your funds by matter and client.

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CosmoLex logo
4.7
(335)

Web Based Legal Practice Management & Accounting Software

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CosmoLex is the ONLY Cloud-based, all-in-one practice management, billing, AND accounting system (No QuickBooks Required).

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Centerbase logo
4.4
(35)

Manage and grow your firm - through a single platform

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From your client’s first website visit to their final bill - we power your firm every step of the way

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Rocket Matter logo
4.4
(200)

Legal Practice Management & Time and Billing Software

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Rocket Matter is the leading cloud practice management solution that helps you boost revenues by more than 20%, make clients happy, and run a better business.

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Soluno logo
4.5
(99)

Intuitive cloud-based accounting & billing for law firms.

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Soluno is a cloud-based accounting and billing software designed to accelerate law firms. With a full, easy-to-use suite of time/expense entry, billing, accounting, trust, and reporting features, law firms get everything they need to master their business.

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Zoho Books logo
4.4
(618)

Online accounting software for growing businesses

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Zoho Books is an online accounting software designed to streamline back office operations, automate workflows, and allow secure collaboration with accountants

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MyCase logo
4.7
(682)

Practice More, Manage Less.

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MyCase legal practice management software helps law firms solve key business challenges, including getting paid faster, keeping cases on track, and delighting clients. No matter your location, MyCase lets you manage your firm’s daily operations with ease. Try MyCase for free at mycase.com.

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BQE CORE Suite logo
4.5
(738)

Time & Billing | Project Management | Accounting

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BQE CORE makes it easier and more profitable to run professional services firms. It organizes information, automates repetitive tasks and allows your firm to spend more time providing service to your clients instead of managing internal processes.

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Smokeball logo
4.8
(249)

Legal productivity software for small law firms.

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Smokeball cloud-based legal productivity software for PCs automatically records time and activity for you. Smokeball boasts full billing capability, an industry-leading document automation library with over 14,000 legal forms, Daily Digest, powerful integrations and a robust mobile app.

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TrustBooks logo
5.0
(107)

Accounting software for law firms and individual attorneys

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TrustBooks is designed for law firms of all sizes and can be used to manage the trust accounts of individual attorneys, small firms, and large law departments. Lawyers can also handle legal accounting operations via a unified portal. It provides an interactive user interface that allows firms to review and analyze trust ledgers, bank balances, and client ledgers in real-time.

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CARET Legal logo
4.5
(129)

Legal software solution that creates space for what matters

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CARET Legal's trust accounting software simplifies trust account reporting. With our platform, you can ensure accurate bookkeeping through 3-way reconciliation reporting, batch application of trust funds, and improved visibility into matter-based ledger balances for risk management.

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AbacusLaw logo
3.9
(374)

Law practice management for future-focused firms

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AbacusLaw is a flexible and dynamically scalable practice management solution to support legal professionals from solo practitioners to enterprise law firms from client intake to payment.

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CaseFox logo
4.5
(96)

Web-based legal billing software for lawyers, CPAs, & more

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CaseFox is a web-based timekeeping, legal billing, trust accounting, calendaring, and case management software for attorneys, CPAs and other legal professionals

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Actionstep logo
4.3
(130)

Build your firm advantage with Actionstep.

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Actionstep has a fully integrated trust accounting platform to help you stay compliant and on top of your trust accounting obligations.

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uLawPractice logo
4.6
(80)

Manage What Matters, ANYWhere (Practice Mgmt & Legal Acc)

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Integrated Trust & General Accounting with Reconciliation and Law Society Compliance reporting

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Lawcus logo
4.8
(50)

A new and better way to run your law firm remotely!

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Lawcus is a legal practice & case management software for law firms with workflow automation, invoicing & billing, time & expense tracking, & more

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MYOB Business logo
3.8
(128)

Online accounting & payroll for every business

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Small Business cloud based accounting software to manage trusts, stay compliant, automate payroll, tax and all your accounting needs.

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Console Cloud logo
4.4
(42)

Property and accounting management solution

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Console Cloud is a property management solution that helps real estate businesses & owners manage accounting, document storage, task scheduling, inspections, communication, and more. The system generates automated timelines for tenants, owners & properties covering transactions, notes and arrears.

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GhostPractice logo
4.8
(11)

Law practice management software for legal firms

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GhostPractice is a law practice management software designed to help legal firms handle debt collection, billing, time tracking, accounting, bank reconciliation, and other administrative processes from within a unified platform. Supervisors can import data in bulk, maintain an audit log for electronic requisitions and create custom bills according to specific departments’ requirements.

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LawMaster logo
4.1
(12)

Law Practice Management for law firms

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Centralize all legal operations in one place with LawMaster's law practice management solution. LawMaster allows law firms to maintain one source of truth to help businesses manage legal matters, documents, knowledge, accounts, and client relationships.

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enVisual360 logo
4.8
(5)

Integrated software solution for wealth management firms

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enVisual360 is a fully integrated wealth management software solution that helps small to large enterprises manage accounting operations and streamline communication across the business. enVisual has a centralized dashboard, which enables users to gain insight into business operations using charts.

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omniBooks logo
5.0
(1)

The all-in-one cloud financial and accounting software

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Powerful online accounting software for all your business finance management needs. Grow and track your business with omniBooks.

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TNET BackOffice logo
(0)

Cloud-based trust accounting software

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TNET BackOffice is a cloud-based accounting platform designed for managing trust and fund accounting tasks. It comes with various functions, including the ability to separate income and principal, open month and year-end capabilities, transaction generators, and bulk processing.

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Cheetah Wealth Management logo
(0)

Redefining Trust

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Wealth management and trust accounting software that provides enterprises with business intelligence (BI) tools to track organizational performance through KPIs and actionable analytics. It offers an API, which facilitates bi-directional integration with other applications.

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AllConnect logo
(0)

Land and lease management software

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AllConnect is a lease management software that helps businesses manage property-related transactions, archives, finances, promotions, and more. The platform enables managers to centralize all property-related documents in a secure digital archive.

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