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
Includes:
Occasional retainers or settlement
Up to 25 transactions/month
Monthly categorization & reconciliation
Commission tracking (up to 3 closings/month)
Receipt capture workflow
Quarterly tax reminders
Year‑end Schedule C summary
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
Includes:
Occasional retainers or settlement
Up to 25 transactions/month
Monthly categorization & reconciliation
Commission tracking (up to 3 closings/month)
Receipt capture workflow
Quarterly tax reminders
Year‑end Schedule C summary
