For small firms or solo attorneys with consistent client activity and more complex workflows.
Best for:
• Firms with 2–3 attorneys
• Regular trust‑account transactions
• Ongoing retainers and settlements
• Payroll or contractor payments
• Case‑level expense tracking
Includes
Multiple attorneys with separate revenue streams
More complex trust accounting
Payroll or contractor payments
Case‑based expense tracking
Retainer management
More detailed monthly reporting
For small firms or solo attorneys with consistent client activity and more complex workflows.
Best for:
• Firms with 2–3 attorneys
• Regular trust‑account transactions
• Ongoing retainers and settlements
• Payroll or contractor payments
• Case‑level expense tracking
Includes
Multiple attorneys with separate revenue streams
More complex trust accounting
Payroll or contractor payments
Case‑based expense tracking
Retainer management
More detailed monthly reporting