Attorneys, Lawyers, Law Firm, Legal Services

In addition, your firm may need to supplement your other legal software with a dedicated Document Management System to securely manage firm documents and email. Clients can access invoices, payment history, and documents in one place, reducing back-and-forth and improving communication across the board. Save time and project credibility with every client interaction. Build polished, branded invoices fast; no formatting required. Choose from customizable templates, auto-populate billing data, and send professional-looking invoices in minutes.

Supplement your team with our flexible solutions:

• In our 2025 Legal Industry Report, we learned that most law firms use legal-specific accounting software that’s integrated into their practice management platform.
• Trust account reports, operating statements, and cash flow summaries remain consistent.
• They include trust handling, billing, expense tracking, reports, and rule support.
• Accurate mileage tracking ensures your law firm accurately reimburses your attorneys and staff for business travel.
• Whether cloud or on-premise accounting software is better depends on your firm’s needs, projected growth, and current resources.

For solo and small firms, every hour counts—and every dollar saved on admin goes straight into your bottom line. Therefore, small law firm accounting software can help your team meet growing administrative demands by streamlining tasks. These solutions can help simplify time and expense tracking, automate tedious bank reconciliation, and ensure compliance every step of the way. Law firm accounting software can be standalone or built into an existing tool.

Outlook Integration + Comprehensive Email Management

The complexity and dual regulatory risk (SRA and HMRC) inherent in law firm M\&A necessitate the involvement of specialists who understand the legal sector’s unique financial mandates. A new legal accounting solution can hinder your team if it doesn’t work well with your existing tech stack. Review your current tools and decide what’s worth keeping and what you can remove in favor of a more affordable or robust accounting solution. On the other hand, if your lawyers have file versioning issues or inconsistently log expense data, you may need a solution with mobile access and cloud capability. These features allow your team to keep their information up-to-date while on the go.

The Latest from Aprio

Our 2025 Legal Industry Report found that 43% of law firms saved The Importance of Professional Bookkeeping for Law Firms up to 10 hours using legal-specific accounting software. In addition to sophisticated law practice management and document assembly/form assembly features, LEAP provides time tracking, billing, trust accounting and financial reporting capabilities. Yes, we provide complete trust accounting services, including reconciliations, reporting, and compliance reviews.

Correct Bookkeeping Treatment of Grant Funds

Every transaction is matched against client records and bank statements to prevent shortages or overages. Monthly trust reconciliations are prepared and maintained to support compliance and audits. White label bookkeeping for lawyers supports proper record keeping, trust reconciliation, and audit readiness. Firms gain confidence knowing financial controls are maintained consistently. They also help leaders understand the real state of the firm.

Litera Launches Litera One Mobile App, Bringing Agentic AI to Lawyers Wherever Work Happens

To make the best decision for your law firm, start by digging into the root causes of your law firm’s accounting challenges. For example, does your law firm spend a lot of time manually reconciling accounts each month? This challenge can indicate a strong need for automated trust account reconciliation. Accounting software with legal financial reporting features can help expedite analysis with automation and access to live data. Accessing financial information via user-friendly dashboards can also enable more informed, data-driven decisions for your small law firm.