For solo attorneys or very small practices with low monthly activity
Best for:
One‑attorney practices
Light trust‑account activity
Minimal staff or contractors
Simple monthly expenses
Occasional retainers or settlements
Includes:
High transaction volume from trust account activity
Strict IOLTA compliance
Quarterly tax estimates
Categorization of deductible professional expenses
Mileage, CLE, bar dues tracking
Retainer reconciliation
Monthly financial statements
For solo attorneys or very small practices with low monthly activity
Best for:
One‑attorney practices
Light trust‑account activity
Minimal staff or contractors
Simple monthly expenses
Occasional retainers or settlements
Includes:
High transaction volume from trust account activity
Strict IOLTA compliance
Quarterly tax estimates
Categorization of deductible professional expenses
Mileage, CLE, bar dues tracking
Retainer reconciliation
Monthly financial statements