Alternatives to TrustBooks
Compare TrustBooks alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to TrustBooks in 2026. Compare features, ratings, user reviews, pricing, and more from TrustBooks competitors and alternatives in order to make an informed decision for your business.
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Sage Intacct
Sage Intacct
Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. -
2
Xero
Xero
Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place. -
3
Canopy
Canopy
Canopy is an all-in-one accounting practice management platform built for tax, bookkeeping, advisory, and CPA firms. It centralizes everything your firm needs—workflow, documents, billing, and client communication—so you can stop toggling between tools and start working smarter. Key features include customizable task templates, time tracking, client CRM, secure document sharing, eSignature, and integrated payments. Canopy’s Smart Intake and Engagements tools help streamline client onboarding with AI-driven questionnaires and branded proposals. The built-in client portal keeps your team and clients aligned in one secure place. With automation, AI, and real-time collaboration, Canopy helps firms reduce admin work, eliminate scope creep, and deliver an exceptional client experience. Whether you're a solo practitioner or a growing team, Canopy scales with your firm—helping you run a more efficient, connected, and modern practice. -
4
Tabs3
Tabs3 Software
Tabs3 Software by ProfitSolv offers a reliable, easy-to-use, seamlessly integrated suite of products that help small to midsized law firms become more organized and productive. Flexible solutions include legal billing, practice management, accounting, payment processing, CRM, and website services. Tabs3 products are designed with security and advanced performance in mind and are trusted by tens of thousands of legal professionals who use them daily. Choose from Tabs3 Cloud, hosted, and on-premises server options. All include outstanding US-based support. Schedule a personal demo to explore how Tabs3 can empower your team. Learn more at Tabs3.com.Starting Price: $40/user/month -
5
Orion
Orion Law Management Systems
Orion Law Management Systems offers a comprehensive legal practice management software solution tailored for midsize to large firms across all law practice areas. Established in 1985, Orion delivers a fully integrated suite of financial, practice, and firm management tools. Available on-premises and in the cloud, the software enables firms to streamline operations, enhance productivity, and maximize profitability. Orion also provides project planning, data conversion, accounting services, product support, and training. Trusted by hundreds of firms nationwide, Orion is a reliable partner that delivers measurable results and rapid return on investment to drive revenue growth. Learn more at OrionLaw.com. -
6
enVisual360
enSynergy Professional Services
enVisual360 is the first module-based wealth management software suite that can be licensed by module, meaning you only license what you need, when you need it. enVisual is scalable with solutions priced to suit small/startup firms and larger global firms. Our aim is to provide ROI and productivity immediately. Build your own system! Designed for wealth management firms, fit for purpose. Unlike many products on the market, enVisual360 does not require costly customisation to implement. enVisual is purpose-built by wealth professionals for wealth professionals and delivers productivity and reduced client administration costs, particularly those in relation to ever-increasing compliance obligations. enVisual360 delivers a range of fully integrated core modules that are; scalable, affordable, simple and fast to implement.Starting Price: £40/month/user -
7
TimeSolv
ProfitSolv
Track time effortlessly and bill accurately with TimeSolv, a web-based time tracking and billing software for legal professionals. TimeSolv is an easy to use and intuitive platform that offers a wide range of features to help legal professionals improve their efficiency and profits. These include time tracking, document management, invoicing, reporting, expense tracking, and project management tools.Starting Price: $32.00/month/user -
8
Soluno
Devlos Software
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. Work more efficiently and maximize productivity with Soluno's best-in-class trust accounting, billing, usability, value, and 5-star customer support. Soluno offers 100% free data conversions from 14 of the industry's most common solutions.Starting Price: $49 per month per user -
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PracticePanther Law Practice Software
PracticePanther Legal Software
Trusted by thousands of law firms in over 35 countries, PracticePanther is a robust law practice management software that helps firms get more done in less time. PracticePanther unifies tools such as CRM, communication, billing, and integrations with leading business apps in one platform. Get a demo and save 50% off the first 2 months.Starting Price: $49.00/user/month -
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AbacusLaw
Abacus Data Systems
AbacusLaw understands very well that the legal or accounting landscape is rapidly and consistently changing, which makes it difficult for firms to maintain a healthy operation. Which is why they have created the largest Technology-as-a-Service (TaaS) provider for the professional services sector that helps legal and accounting experts achieve ultimate success and peace of mind through the delivery of full-suite intuitive platform, designed to support a secure and cloud-enabled practice at a cost they can afford. The turnkey solution includes hardware, software, and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT.Starting Price: $87.00/month/user -
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Clio
Themis Solutions
Clio is a legal practice management platform that helps law firms manage cases, clients, billing, documents, and daily operations from a centralized system. The platform combines practice management tools with AI-powered capabilities that help legal professionals organize work, identify important tasks, and improve productivity. Clio offers solutions for client intake, case management, document management, billing and collections, accounting, document automation, and client communication. Its cloud-based platform integrates with more than 300 applications, allowing firms to connect their existing technology stack and streamline workflows. Clio serves legal organizations of all sizes, from solo practitioners to large firms with hundreds of professionals, providing scalable tools that support growth. With enterprise-grade security, compliance certifications, and privacy-focused AI features, Clio helps law firms operate more efficiently while maintaining control over sensitive legal data.Starting Price: $39.00/month/user -
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Nota
Nota
Designed with attorney insights, Nota is a no-cost, cloud-based platform that provides business banking solutions for attorneys managing solo and small law firms. With 3-way reconciliation, check printing, and tool integration with your practice management, accounting and payment systems, Nota is banking designed to maximize your efficiency and offers transparent pricing and dedicated support from bankers who know attorneys. Set up categories and track income and expense items like payroll, rent, court fees and client payments. All money in and out of your checking account can be assigned to a category and tracked to the penny. No more using spreadsheets or ledgers to track your client balances. All money in and out of your IOLTA account can be assigned to a client matter and reconciled in real-time right down to the penny. Use Nota’s 3-way reconciliation report to support the reconciliation process. And you can print checks from your IOLTA to your home/office printer. -
13
LeanLaw
LeanLaw
LeanLaw is the financial operating system built for law firms that administrators and attorneys use to ensure everything billable is being captured, money flows through the firm properly and reports are always run-ready. With LeanLaw, information is always accessible and transparent, so firms can operate in a seamless way from anywhere and maximize firm profitability using any practice model. Our cloud-based legal billing software has realtime 2-way integration with Quickbooks Online. Features include custom client invoices, faster payments, & more. - IOLTA Trust Accounting - Reporting & Compensation Tracking - Cloud-Based Billing Software - Complete Matter Management - Timekeeping & Expense Tracking - Superior Customer ExperieneStarting Price: $40/month/user -
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ESILAW 360
ESI Software
Part of the suite of software solutions by Dye & Durham, ESILAW is a trusted solution used by thousands of law firms across Canada for their accounting, billing and practice management needs. Dye & Durham is Canada’s leading legal technology provider, building and integrating solutions to maximize law firm efficiency. ESILAW complements a variety of our solutions, to ensure every dollar is accounted for, quickly and accurately. Our software provides the key features law firms need to run their businesses efficiently. From time and disbursement entry to trust accounting and cost recovery, ESILAW is the ideal solution to maximize productivity and profitability in your law firm. No need to worry about data integrity with automated daily backups, disaster recovery, and top-of-the-line security measures in a Canadian data center. Scalable software, due to cloud-based technology. Do not need any IT, or special support personnel to operate.Starting Price: $69 per month -
15
Dingosoft Trust Accounting
Dingosoft
Dingosoft Trust Accounting is the only mainstream ERP trust accounting solution on the market. Developed with the Sage 300 Software Development Kit, it is a true, fully integrated Sage 300 module with all the standard ERP features and functionality. So get rid of all those add-ons and small niche products because now everyone can use a true mainstream ERP accounting system with trust accounting functionality built in. Dingosoft Trust Accounting is a Sage 300 ERP module which meets the needs of Law Firms, Accounting Firms, Real Estate Agencies or any other profession where clients funds are held in escrow and need to be accounted for. Trust Accounting provides a comprehensive multi-user, multi-currency Trust Ledger and handles receipts, payments, transfers and adjustments. Seamless integration with Sage 300 ERP Bank Services enables trust bank account reconciliation including importing of statements for automatic reconciliation. -
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LEAP
LEAP
LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.Starting Price: $129.00/month/user -
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CosmoLex
ProfitSolv
CosmoLex and every lawyer know that efficiency and compliance is essential for a law firm's survival, for this reason in CosmoLex you will find a fully integrated and easy-to-use Practice Management solution. There is no longer a need to use multiple systems to manage Billing, Practice, or Accounting as the all-in-one CosmoLex platform gives users the power to Track Accounts, Manage Calendar(s), Case Management, Create & Track Client Statements, Track Expense, Manage Retainer Billing, and Time Tracking too.Starting Price: $119/month/user -
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PCLaw
LexisNexis
Practice management, billing, and trust accounting for law firms, used and trusted by more than 130,000 legal professionals worldwide. For more than 30 years, PCLaw has been enabling firms to manage matter information, bill and collect client payments, pay vendors, manage trust accounts, and track calendar appointments, tasks, time, and expenses — all from a single source. Time Matters delivers an adaptable solution that improves information-sharing, collaboration and workflow processes by automating redundant tasks. This enhances matter, client and document management, and increases your law firm’s operating efficiency. -
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Winlaw
Legal Interact
Winlaw is purpose-built to solve the real-world accounting problems of legal professionals.. It is tailored for law firms with 1 to 5 users who need a reliable, legal accounting tool. Whether you’re a sole practitioner or managing a growing team, Winlaw gives you peace of mind with cloud-hosted access, built-in compliance, and local support. It features: Trust, Business & Investment Ledger support, Automated reports: Trust Reports, Age Analysis, Variance Reporting, Secure encrypted emailing of invoices and statements, EFT exports & bank import with auto-matching. It complies fully with the Legal Practice Act.Starting Price: RZAR1000/per user/per month -
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Rocket Matter
ProfitSolv
Imagine having all of your client and matter information in one place—documents, emails, tasks, and billable activity—in an easy-to-use interface. View a visual status of all your cases with Kanban boards, which are built on top of Rocket Matter’s robust Legal Project Management platform. Our intuitive time and expense capture screens are optimized for efficiency from anywhere within the application. And our multiple timers make tracking your time across matters a breeze. Complete your monthly billing in no time with batch billing and customizable billing rules. Rocket Matter also provides simple inline and bulk editing of invoices. Rocket Matter helps you keep your trust accounts straight in a simple and straightforward way. Store all the documents you want, organized by matter alongside other case information for convenient access.Starting Price: $49 per user per month -
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LawMaster
LawMaster
Upgrade to the most integrated and feature rich legal software and put your firm in the fast lane. Take every legal Matter Management tool you could ever need and integrate with workflow process automation that can capture and save everything related to a matter – as it happens. Access comprehensive and up-to-date information about your firm’s performance, achievements and activity – all in one place. Gain efficiency from a truly integrated general and trust accounting system through simplicity and spend it improving your bottom line. Search the entirety of your law firm’s knowledge base – quickly and easily. Filter, group and pivot your search results around numerous points with ease. Our tailored client journey starting with our Needs Based Analysis helps us get to know your legal practice so we can better understand how we can help you. -
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Brief Accounting
Brief Legal Software
Brief Accounting has been the goto legal Mac billing solution for over 25 years. Brief Legal Software has established a reputation for providing excellent software solutions combined with outstanding technical support. Whether you are a solo practitioner, a large firm, or somewhere in between, Brief Accounting is the billing and accounting solution that will work for you. Brief Accounting is composed of Billing, Trust Accounting and Office Accounting, which are distinct yet fully integrated with one another to eliminate duplicate entry and reduce errors. Though Billing, Trust and Office Accounting are tightly integrated, they can be purchased separately, so you only need to purchase the modules that you require. Brief Billing handles everything from slip entry to running prebills, editing slips, finalizing invoices and tracking your accounts receivable. -
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Case Master Pro
CMPOnline
Case Master Pro is a legal case management software that helps law firms and debt collectors manage case files and accounting operations. It enables lawyers to store critical documents in a centralized database, assign task lists to specific employees, and track case files with information related to opponents, accounts, litigation or judgements. Key features of Case Master Pro include bookkeeping, scheduling, check printing, invoicing, transaction management and account reconciliation. It allows administrators to configure security settings, and create customizable reports to gain insights into organizational performance. Plus, it includes a self-service portal, which lets clients access documents, images and claims related to their individual case files online. -
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CARET Legal
CARET Legal
CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before. -
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Juris
LexisNexis
Build Stronger Business Results For Your Firm With A Single Financial Management Solution. Manage billing, accounting, expenses, and more with the streamlined financial management solution more firms trust. When basic billing tools may no longer meet your firm’s needs, count on LexisNexis® Juris® time, billing, accounting and financial management software to track and build stronger business results. Over receivables, payables, trust accounting and budgeting. Leverage Juris analytical tools and on-demand performance intelligence. Help firm leaders make sound decisions and drive stronger financial performance with deep insight. Juris software successfully provides the diverse timekeeping, billing, e-billing and accounting options that law firms require, along with ease of use and a strong audit trail. Capture more billable time by tailoring your time-entry workflow to work best for you. -
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Zoho Books
Zoho
Zoho Books is the ideal web-based accounting software of choice for small business. The platform was carefully created to help manage your finances, gets you tax ready, automates business workflows, and helps you work collectively across departments. On top of generating financial reports, knowing your Sales Tax liability and getting 1099s ready will no longer be a thing to dread, knowing you can scale with the software and securely collaborate with your team are also some of the neat features included. Get accounting right for growing businesses with Zoho Books, an easy-to-use online accounting solution. Zoho Books features include invoices, expenses, sales and purchase orders, contact management, project time tracking, and inventory management. With Zoho Books, organizations can automate recurring activities like payment reminders, billing, auto charge, and payment thank you note. Users can also track inventory in real-time with Zoho Books.Starting Price: $10.00/month -
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Coyote Analytics
Coyote Analytics
Analyzing your profits and expenditures is the only way to ensure your law firm remains profitable. Reduce or even eliminate the possibility of human error by incorporating an intuitive, fully-integrated, and accurate financial reporting system with reliable law firm account software. This gives you the opportunity to recognize which areas of your law firm are performing best, and others that could use some improvement. Establish, manage, and meet your firm’s financial goals by tracking the profitability of the firm as well as for timekeepers, practice areas, and client matters. Capture more time and maximize accuracy with efficient ways to reduce revenue loss while meeting growing client needs. Meet your firm's financial goals by streamlining payables, reducing user error, and identifying profitable practice areas. Spend less time on administrative tasks and more time practicing law by optimizing your workflows. -
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uLawPractice
Superfluid Software
uLaw Practice is a cloud-based practice management (PM) software solution designed specifically for sole practitioners, paralegals, and small law firms. Developed by Superfluid Software, uLaw Practice integrates legal accounting, general accounting, and trust accounting with powerful analytics tools and practice management in one unified suite. By leveraging uLaw Practice, law professionals can be more productive and foster greater control of their practice while saving time and reducing costs. Voted as the cloud best software for 5 years in a row by Canadian Lawyer's magazine, uLaw sublimely integrates complex legal accounting features and practice management into a single pane of glass. uLaw features and integration with payment solutions, any Canadian bank brings all aspects of cash flow into a single flow thus allowing your practice to analyze and optimize both top-line and bottom-line of your business. With uLaw you have court form automation for your province as well.Starting Price: $34.00 CAD/month/user -
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i-Trust
Golden Omega
i-Trust: Trust Accounting software audit tested, audit trail, subsidiary ledgers. It is designed for trust account management for anyone having client trust accounts. An automated version of a client ledger with a simplified, intuitive record keeping interface of unlimited client trust funds since 1988. i-Trust offers full automation and flexibility while maintaining a strict audit trail of all transactions. Strict data integrity maintained with superior database maintenance utilities to better follow and ensure trust accounting principles.Starting Price: $1895.00/one-time/user -
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Curo365
Curo365
Residing on the Microsoft Dynamics platform makes Curo365 a “best-in-class” Enterprise Practice Management solution. Curo365 goes beyond traditional legal practice management by unifying features normally found only through the implementation of multiple disjointed technologies. Curo365 enables law firms to leverage Microsoft’s identity-driven security to provide a convenient and secure environment for all of a law firm’s files, communications, and other data, and comprehensive, intelligent protection against advanced attacks. Microsoft spends $1 billion each year to protect its cloud infrastructure, which is where Curo365 data is stored and replicated for redundancy and disaster recovery. Curo365 enables law firms to leverage the Microsoft Office 365 Productivity Suite (including Outlook, Word, Excel, Teams, SharePoint, OneDrive, PowerBI, Flow process automation, PowerPoint and more) to allow its attorneys and staff to work from anywhere, from any device.Starting Price: $16 per user per month -
31
3E
Thomson Reuters Westlaw
Designed to drive growth and increase profitability in large and mid-size law firms, 3E provides a highly configurable platform with industry-leading security, advanced analytics, and complete mobility – meeting today’s needs while enabling tomorrow’s growth. It is the solution preferred by law firms to improve performance and connect all critical areas of law firm operations. 3E enables your teams to streamline and automate tasks, drive operational efficiency, and provide fast, proactive service to your clients. Get the strategic visibility you need to make timely, accurate business decisions – with the flexibility and insight your firm needs to gain a competitive edge now and in the future. Meet today's needs and enable tomorrow's growth by streamlining the full range of your accounting and financial reporting activities. Connect all areas of firm business and gain instant access to real-time information to meet client needs. -
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Elite 3E
Thomson Reuters Elite
Designed to drive growth and increase profitability in large and mid-size law firms, 3E provides a highly configurable platform with industry-leading security, advanced analytics, and complete mobility – meeting today’s needs while enabling tomorrow’s growth. It is the solution preferred by law firms to improve performance and connect all critical areas of law firm operations. 3E enables your teams to streamline and automate tasks, drive operational efficiency, and provide fast, proactive service to your clients. Get the strategic visibility you need to make timely, accurate business decisions – with the flexibility and insight your firm needs to gain a competitive edge now and in the future. Easy access to information and key functions drive law firm performance by reducing the time needed to complete important business and operational duties. Meet today's needs and enable tomorrows growth by streamlining the full range of your accounting and financial reporting activities. -
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FASTER
FASTER Systems
FASTER Systems provides Court Accounting, Estate Tax and Gift Tax Software and Preparation Services to help today’s trust and estate professionals meet their compliance requirements. FASTER ASP Software is our cloud-hosted, fully integrated software for court accounting, estate tax and gift tax return preparation. Designed and developed by industry professionals for industry professionals. FASTER Accounting Services provides court accounting preparation services and estate tax preparation services to law firms, accounting firms, trust companies and banks on a fee for service basis. FASTER Accounting Services provides the personnel and expertise to minimize the time and resources spent complying with local court rules. Using our state-of-the-art accounting system, FASTER, accountings are prepared in a timely manner with little effort on your part. You provide copies of the transaction history and other requested documents and FASTER Accounting Services takes care of the rest. -
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Troika Accounting
thewealthworks
Powerful trust accounting software capable of managing the accounts for trusts, estates, deputyships, companies, partnerships, foundations, funds and other entities. Trust accounts production with full fund accounting records and straightforward sub-fund accounting. Automated processes to save time managing repeating transactions, dividends and price file imports. Configurable tax functions for CGT, VAT and Income along with standard exports for easy completion of the SA900. Integrated functionality for probate, estate administration and Court of Protection to manage all your private clients. Full foreign currency accounting as standard with automatic recalculation of all ledgers and balances. Multi-company, multi-funded, multi-currency and multi-manager functionality. -
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Centerbase
Centerbase
Centerbase is a subscription-based legal software solution founded in Dallas that supports the management and growth of small and midsize law firms through client lifecycle management, automation, and marketing tools. Personalized to user-types and practice areas, Centerbase helps law firms meet the modern expectations of clients and legal professionals while reaching their optimal productivity and profitability levels. Only with Centerbase can you: -Potentially capture up to 200 extra billable hours per month -Save hours per week with Automated Workflows -Bill up to 20x faster -Save 3 days per billing cycle with ePre-bill -Increase cashflow up to 100% To book a demo call (214) 987-9000.Starting Price: Contact Sales -
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Actionstep
Actionstep Software
Actionstep’s flexible, all-in-one practice management software will take you every step of your journey as a growing mid-size law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. At Actionstep, we have deep respect for what lawyers do. Lawyers impact every milestone in our lives and businesses. We believe that when lawyers build truly efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software. Automation runs throughout all our features to eliminate multiple entries, keep processes moving and reduce time spent on administration.Starting Price: $49/month/user -
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LexisNexis InterAction
LexisNexis
An innovative CRM solution for law firms that helps you turn relationship insights into real results. Leverage your firm’s valuable relationship intelligence and uncover new revenue opportunities. InterAction Business Edge provides dashboards and reporting for firm-wide insights into key targets and opportunities. InterAction collects and aggregates your firm’s client and prospect data to form a more complete relationship picture. InterAction Mobility gives you complete access to the relationship details you rely on every day, anywhere. With our business development software for law firms, you’ll know how to optimize your firm’s efforts and better deploy your marketing and business development resources to gain a competitive advantage. Win more business from clients and prospects with InterAction Business Edge. -
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PerfectLaw
Executive Data Systems
PerfectLaw® provides law firms with a true all-in-one practice management solution that unifies case management, timekeeping, billing, accounting, and document management within a single database. Available on-premises or in the cloud, PerfectLaw is also available as a browser-based application, ensuring secure access from anywhere. Key features include matter management, automated billing, workflow automation, and mobile access, enabling attorneys and staff to work more efficiently. Firms gain faster billing cycles, stronger cash flow, and measurable ROI, while PerfectLaw’s native integration ensures reliability, scalability, and proven results. -
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Gravity Legal
Gravity Legal
Helping Law Firms Accept and Manage Client Funds. Gravity Legal reduces the risk, cost, and administrative burden of accepting payments and managing funds in a trust or IOLTA account. Accept Payments with Ease Accept Credit & Debit Cards. Accept Funds via Bank Transfer. How does it work? STEP 1. Attorney or firm administrator creates a secure payment link. STEP 2. Attorney or firm administrator sends link to client in an email, text message, or invoice. STEP 3. Client clicks link and makes a single payment. Track & Transfer Funds. Split Deposits Safely distribute funds from a single payment into trust, IOLTA or operating account. Transfer Funds. Transfer and track the movement of funds between trust and operating accounts. Trust Account Protection. Automatic protection from processing fees and other 3rd party debits. Comprehensive Developer API. Access Gravity Legal’s features through a comprehensive RESTful API. -
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Stack
Ramp
Ramp Stack is an AI platform built for accounting firms, designed to handle bookkeeping, reconciliations, month-end close, and recurring accounting workflows end-to-end. It lets firms assign real work to AI on day one, including reconciliations, schedules, monthly reporting, journal entries, schedule roll-forwards, variance analysis, accruals, and other close-related tasks, moving work from workbook to ledger with human sign-off built in. Stack comes with accounting expertise built in and follows each firm’s exact processes across every client, so teams can run work consistently while maintaining control, visibility, and auditability. It is built around codified SOPs called skills, which agents follow and reuse across clients for common workflows such as reconciliations, journal entries, variance analysis, schedules, and accruals. Firms can edit any skill or build new ones as their book evolves, tailoring Stack to each client’s needs.Starting Price: $15 per month -
41
Aderant Expert Sierra
Aderant
Expert Sierra is the most comprehensive, cloud-based, legal practice management solution for mid to large-sized law firms across the globe. With Aderant managing Expert for your firm, you’re able to cut the cord on multiple systems and remove the burden of managing on-premise hardware, updates, security and performance. Provide your firm with our best-in-class solutions for financial, case and matter management, time and expense capture, and more, securely from anywhere at any time. -
42
AccountAbly
AccountAbly
AccountAbly is a revolutionary business-to-customer SaaS application which automates the most arduous aspects of fiduciary accounting. It assists fiduciaries in limiting liability in relation to the conduct of their duties in the administration of an estate , guardianship, or trust. It dramatically reduces costs associated with compiling vouchers and assembling data for presentation to courts and beneficiaries. It will increase the efficiency of the Estate and Trust legal system by expediting the retrieval of vouchers in the event of a legal query. Most importantly, the application will increase transparency and improve beneficiary trust in the conduct of their fiduciary.Starting Price: $9.99 per month -
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AdvantageLaw
Advantage Law Software
AdvantageLaw is the affordable, one-stop source for your law firm's business needs. AdvantageLaw has been a leader in innovative solutions for law firms, as well as corporate and government law departments since 1981. Founded in California by Silicon Valley software developers, and originating with our ABA-approved legal software system, we have continually upgraded the capabilities of our legal software products and have served hundreds of satisfied customers. We continue to proudly serve hundreds of law firms throughout the country. We love what we do and are happy to say that many of our customers have been using AdvantageLaw for more than two decades! Check out our affordable prices and read testimonials from many satisfied customers. I would recommend this product for any law office. I think it would work well for any service business that is looking for an all-in-one product.Starting Price: $490 one-time payment -
44
Headnote
Headnote
Grow your revenue with effortless payments, better collection rates, and accounts receivable automation made specifically for the legal industry. Clients pay by credit card or eCheck for a flat fee, and firms can monitor AR activity, collection status, and client NPS in real-time from a personalized dashboard. Made by attorneys to meet the specific needs of law firms & the legal industry. Credit card and eCheck payments 100% compliant with ABA, IOLTA and the rules of all 50 state bar associations. Modernize how you track AR from invoice to payment, automate collection efforts & increase firm efficiency. Automatically survey clients and benchmark satisfaction rates via Net Promoter Score (NPS) tracking. Built-in-class security, encryption and guaranteed PCI compliance. Understand your payment funnels to make better firm-wide decisions & improve your bottom line. -
45
TotalTrust
Exhibit One Software
TotalTrust is an accounting software system for attorneys, accountants, fiduciaries, and others who serve estate, trust, and guardianship clients. It produces fiduciary reports in a visual way with a logical and common sense approach. With its simple, intuitive design, and moderate price, TotalTrust is a great choice for any practitioner, big or small. Download now and use TotalTrust for 30 days without commitment. Start generating reports today, no obligations, no forms to complete. TotalTrust is an uncomplicated, comprehensive accounting system for Windows that allows you to produce financial reports issued by fiduciaries for estates, trusts, and guardianships. Our standard system that provides reporting for National Fiduciary Accounting Standards, Charges and Credits, State of Florida, Capital Gains/Losses and more. TotalTrust offers greater flexibility in reporting. Define your report in the custom reports feature. Save report templates for continuing use.Starting Price: $349 one-time payment -
46
Resly
Resly Solutions
Combining the latest technology and simplified trust accounting, wrapped up in a beautiful and easy to use software system. Live trust account bank feeds. Direct trust account bank feeds from over 30 Australian banks makes reconciliation a breeze. One-click end of month. End of month headaches are a thing of the past, our process is simple, fast and painless. Secure cloud storage. Access your reports and statements anytime, anywhere, utilizing our secure cloud storage feature. No need to back-up your computer. We’ve got your back, even if it means working weekends. Get support when you need it, with Resly you will have access to support like no other. Use our self-help guides, live chat facility or jump on the phone, 7 days a week. All in one solution. Resly Connect provides a seamless channel manager connection feeding through to over 100 websites and suppliers, including all the big names like booking.com, Agoda, Expedia and Airbnb. -
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eimmigration by Cerenade
Cerenade
eimmigration is case management software that helps law practices and non-profits simplify immigration casework. 17,000+ immigration attorneys, paralegals, caseworkers, and operations leaders choose it to: - Get back 2 days every week - Prepare accurate petitions 4x faster - Complete intakes 10 days sooner - Keep clients informed 24/7 - Boost practice growth & profitability This all-in-one system includes everything you need to manage your cases, clients, forms, and firm. The team behind eimmigration have been building digital tools that drive efficiency in immigration law for 30 years. The company is rooted in a single mission—to make casework easier for immigration law professionals.Starting Price: $55 per user per month -
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LawBillity
eBillity
Legal time management and billing software for law firms and attorneys. Improve productivity and profitability with LawBillity. Save up to 30+ hours a month in admin and increase your law firm’s revenue. Conveniently and accurately track time and expenses for legal matters from any mobile device on and off-line. Includes built-in legal features like conflict checker, trust accounts, LEDES & LSS invoice formats, realization reports, and UTBMS patent billing codes. Realization rates are below average for law firms indicating that the amount a law firm invoices is lower than the amount of billable work performed. A primary indication that accurate timekeeping is not being managed within the firm. LawBillity offers flexible and customizable time tracking options making it simple to record every billable second, from any device, anywhere. With lawyers averaging only 2.5 hours per day on billable work there is room to improve utilization rates and increase profitability.Starting Price: $33.60 per user per month -
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Amberlo
Amberlo
Amberlo is a cloud-based law practice management software for law firms of all sizes and all practice areas. It makes everyday activities – such as managing contacts & cases, organizing documents, time tracking, legal-specific billing, and planning daily activities for yourself & colleagues - easier, more secure, and more efficient. Empowering lawyers to operate profitably, adapt continuously, and grow sustainably, Amberlo offers seamless access to crucial information anytime, anywhere, and across any device—all you need is a browser and an internet connection. Plus, you can start benefiting from its features in just 10 minutes! And if you strive to create sustainable value for your clients and stay ahead of the competition – Amberlo is right for you!Starting Price: €25 per user per month -
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NOBL
Paulmar Group
NOBL is a new generation of agency management system that, unlike other systems, has its focus on the management of insurance trust account daily operations and premium financial solvency. NOBL leverages the benefits of new trust ledger accounting and unique trust account outsourcing technology. NOBL offers P&C insurance agencies maximum workflow optimization and an unprecedented increase in operating efficiency. NOBL services are similar to the payroll service, agencies provide source documents; Paulmar, the outsourcing partner, manages premiums and returns premiums from the time they are transacted until they are fully disbursed to legal owners. Implemented with new accounts and renewals; no disruption to the agency’s ongoing business will occur. This unique technology is ready. NOBL will significantly enhance performance to render P&C independent agencies more productive and significantly more efficient.