For high‑volume agents, agents with teams, established firms with multiple attorneys, higher case volume, and advanced reporting needs.
Best for:
Multi‑attorney practices
High‑volume trust accounting
Multiple revenue streams (billable hours, flat fees, retainers)
Partner distributions
Monthly financial review needs
includes:
75+ transactions/month
Full bookkeeping + monthly financial review
Marketing spend analysis
Lead source profitability tracking
Quarterly planning call
Priority support
Year‑end tax package with summaries
For high‑volume agents, agents with teams, established firms with multiple attorneys, higher case volume, and advanced reporting needs.
Best for:
Multi‑attorney practices
High‑volume trust accounting
Multiple revenue streams (billable hours, flat fees, retainers)
Partner distributions
Monthly financial review needs
includes:
75+ transactions/month
Full bookkeeping + monthly financial review
Marketing spend analysis
Lead source profitability tracking
Quarterly planning call
Priority support
Year‑end tax package with summaries