Legal & Trust
Trust accounting built for personal injury firms.
Track every dollar by matter and plaintiff, and keep your trust account reconciled to the bank.
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Matters & plaintiffs
Each matter holds one or more plaintiffs with their own settlement, fee percentage and payout date.
Never negative
Trust money is tracked per plaintiff and can't be overdrawn, and it mirrors to the trust bank register.
Expense allocation
Case expenses from vendor bills split by plaintiff: direct, even, percentage or custom.
Settlement statements
Clear plaintiff statements showing gross, fees, expenses, liens and net payout.
Case management import
SMART Advocate import that updates existing matters instead of duplicating them, at 15,000+ matters a run.
Multiple trust accounts
Run trust from one or several bank accounts, each reconciled on its own.
See your books balance in a 30-minute demo.
We'll walk through your chart of accounts, payables and trust workflow, and show how onboarding works.