Legal accounting software to free up your practice

Of course. Set hourly rates for each legal service up front. You can assign different billing rates for partners, associates, paralegals, and more. When billable hours are added to invoices, we’ll do the math for you.

You can also schedule invoices to be generated and emailed at certain dates or intervals. Emailed invoices have a Pay Now button so that clients can pay online with cards or bank transfers.

If you’re on-the-go, no problem. It’s easy to manage all your billing on a mobile phone.

QuickBooks tracks every dollar coming in and going out of the firm. You can instantly run financial statements to see how business is doing. Generate statements such as cash flow, profit and loss, balance sheets, etc. Email reports directly to clients, banks, partners, or equity members.

We’ll let you know which cases or clients have outstanding balances, which cases are racking up expenses, and more. If you have a question, QuickBooks has the answer. You can always access reports from your phone when you’re on-the-go.

Yes. As a fully customizable legal accounting software platform, QuickBooks lets you manage retainers based on your state’s specific IOTLA programs rules. Easily track all money held in trust retainers and general retainers.

Whether you’re presenting in a monthly meeting to congregants or delivering financial presentations to the board or committee, it’s easy to create the right report for each audience.

Set up automatic reports to be created and sent on any schedule you need. With QuickBooks Online Plus or Advanced, you can Instantly access the cash flow statements and other common accounting reports such as the statement of financial position, the statement of financial activities to budget, actual reports, and more. Send your donors yearly donation statement with thank you letters attached.

Yes, QuickBooks lets you customize invoices to reflect your practice’s logo, information, and billing rates. You can also schedule invoices to automatically generate and go out to clients on specific dates or at set intervals. 

We recommend QuickBooks Plus and Advanced in order to get the most from your legal billing software. Both plans allow you to get a more granular view of your practice and track billable hours by client, case, and employee. 

Yes. As long as you have an internet connection, you can access QuickBooks anytime, anywhere on your device of choice. 

Yes, most versions of QuickBooks Online let you create unique user IDs and customize access levels for anyone on your team so they can work in your legal accounting software with their own login.