# Best Trust Accounting Software 2026 | Capterra > Find the top Trust Accounting software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/trust-accounting-software/ --- # Best Trust Accounting Software Last updated on July 21, 2026 How to find the right Trust Accounting Software? Learn more from our team about Trust Accounting Software pricing features and benefits in our Trust Accounting Buyers Guide Verified Insights Provider data verified by our Software Research team and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) ## What is trust accounting software? Researched by: [Capterra](https://www.capterra.com/resources/author/capterra/) Updated on July 21, 2026 [Trust accounting software](https://www.capterra.com/trust-accounting-software/) is a software platform that helps lawyers manage trust accounts and wealth estates for their clients. It assists law firms in overseeing the funds clients receive and hold in their trust accounts. Trust accounting tools offer a dashboard to track overall estate wealth, monitor multiple real estate assets, and transfer client funds from one account to another. They generate invoices for trust account transactions along with reports that showcase the overall financial standing of client accounts. For more information consult our [Trust Accounting Buyers Guide](#buyers-guide-content) ## Clio Rating: 4.7 out of 5 (1,738 reviews) Profile: [Clio](https://www.capterra.com/p/105428/Clio/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Ranked #1, Clio is the leading trust accounting solution with the most 5-star reviews. Schedule a live demo to learn more. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Pros: - Comprehensive legal practice management - Remote legal work enablement Cons: - Recurring technical glitches - Limited customizable reporting #### Starting price Starting price: $49.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Billing & Invoicing: 4.6 rating - Case Management: 4.8 rating - Document Management: 4.4 rating - Trust Accounting: 4.4 rating #### Lowest rated features - Client Portal: 2.5 rating - Task Management: 4.2 rating - Cross Ledger Posting: 3.3 rating - Real-Time Data: 3.8 rating #### Feature-related review snippet Reviewer: Rendi A. Reviewer details: Law Practice, Self-employed Published: May 14, 2026 > "The platform handles the core functions I need well: case management is intuitive, the document drafting and template features have genuinely improved my output speed and accuracy, and time tracking integrates smoothly with the billing workflow." ### Gallery tab Ease of use: 4.6 out of 5 (1,738 reviews) #### Related review snippet Reviewer: Jarred E. Reviewer details: Law Practice, Self-employed Published: May 19, 2026 > "The ability to keep an overall schedule as well as a calendar for each case which then syncs to my Google calendar for me to view on my phone is invaluable." ### Integrations tab Clio connects with 33+ software tools. [See all integrations](https://www.capterra.com/p/105428/Clio/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Dropbox: 4.7 rating - Docusign: 4.7 rating - QuickBooks Online: 4.3 rating - Box: 4.4 rating - Zapier: 4.7 rating #### Integrations-related review snippet Reviewer: Stephanie P. Reviewer details: Law Practice, 11-50 employees Published: February 19, 2024 > "Overall, we love Clio and have it completely automated and integrated with other programs that we use. " --- ## Sage Intacct Rating: 4.3 out of 5 (713 reviews) Profile: [Sage Intacct](https://www.capterra.com/p/76/Intacct/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Legal finance in Intacct with trust and IOLTA workflows via integrated practice platforms. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Pros: - Flexible cloud-based financial platform - Real-time customizable dashboards Cons: - High and escalating costs - Frequent technical glitches and errors #### Starting price Starting price: Not available Pricing details: Per User Free trial: No Free demo: Yes ### Features tab #### Highest rated features - Billing & Invoicing: 5.0 rating - Real-Time Data: 5.0 rating - Accounting: 5.0 rating - API: 5.0 rating #### Lowest rated features - Bank Reconciliation: 4.0 rating - Contact Management: 4.0 rating - Asset Accounting: 5.0 rating - Customizable Fields: 5.0 rating #### Feature-related review snippet Reviewer: Allie C. Reviewer details: Accounting, 51-200 employees Published: May 5, 2026 > "The console allows us to easily switch between clients and see each of their instances." ### Gallery tab Ease of use: 4.2 out of 5 (713 reviews) #### Related review snippet Reviewer: Nicole H. Reviewer details: Non-Profit Organization Management, 201-500 employees Published: May 6, 2026 > "The dashboards and custom reports provide clear, real-time insights, and the automation of processes like journals and approvals saves significant time compared to manual systems." ### Integrations tab Sage Intacct connects with 126+ software tools. [See all integrations](https://www.capterra.com/p/76/Intacct/#integrations) #### Most popular integrations - PayPal: 4.6 rating - Microsoft Excel: 4.8 rating - Salesforce Sales Cloud: 4.3 rating - Expensify: 4.4 rating - Adobe Commerce: 4.3 rating - authorize.net: 4.5 rating #### Integrations-related review snippet Reviewer: Alina G. Reviewer details: Health, Wellness and Fitness, 201-500 employees Published: April 29, 2026 > "Being able to use enter company allocations, and the open API allows integrations with ADP and ramp and any other software" --- ## PracticePanther Legal Software Rating: 4.7 out of 5 (528 reviews) Profile: [PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? PracticePanther is the highest-rated legal trust accounting software built for solo, small, & mid-sized law firms in any practice area #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Pros: - Intuitive, user-friendly interface design - Accessible training and fast onboarding Cons: - Recurring technical problems and glitches - Billing system limitations and support delays #### Starting price Starting price: $49.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Billing & Invoicing: 5.0 rating - Task Management: 5.0 rating - Case Management: 5.0 rating - Document Management: 4.5 rating #### Lowest rated features - Customizable Reports: 4.0 rating - Trust Accounting: 4.5 rating - Accounting: 5.0 rating - Calendar Management: 5.0 rating #### Feature-related review snippet Reviewer: Eureka D. Reviewer details: Legal Services, 1-10 employees Published: March 6, 2025 > "Practice Panther has been very user friendly since I first started using." ### Gallery tab Ease of use: 4.6 out of 5 (528 reviews) #### Related review snippet Reviewer: Nils W. Reviewer details: Legal Services, Self-employed Published: May 26, 2026 > "It's client onboarding and matter opening process is quick and easy. And, PP incorporates convenient solutions to its subscriptions, such as document signing, without the need to pay additional fees." ### Integrations tab PracticePanther Legal Software connects with 27+ software tools. [See all integrations](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/#integrations) #### Most popular integrations - Google Docs: 4.7 rating - PayPal: 4.6 rating - Dropbox: 4.5 rating - Mailchimp: 4.5 rating - Gmail: 5.0 rating - QuickBooks Online: 4.3 rating #### Integrations-related review snippet Reviewer: Timothy C. Reviewer details: Law Practice, 1-10 employees Published: April 29, 2024 > "Ease of use and integration of one drive." --- Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. ## Xero Rating: 4.4 out of 5 (3,311 reviews) Profile: [Xero](https://www.capterra.com/p/120109/Xero/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Xero is an online accounting software solution for small businesses, sole traders, and accountants in any industry. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Pros: - Accessible and intuitive platform - Comprehensive financial oversight tools Cons: - Recurring technical glitches - Slow and inconvenient email support #### Starting price Starting price: $25.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Billing & Invoicing: 4.7 rating - Activity Dashboard: 5.0 rating - Bank Reconciliation: 5.0 rating - Customizable Reports: 5.0 rating #### Lowest rated features - Data Import/Export: 1.0 rating - Receipt Management: 4.0 rating - General Ledger: 4.0 rating - Real-Time Reporting: 5.0 rating #### Feature-related review snippet Reviewer: Lisa P. Reviewer details: Internet, 11-50 employees Published: August 21, 2024 > "Xero's intuitive interface and seamless integration with various third-party apps make it an excellent choice for users." ### Gallery tab Ease of use: 4.4 out of 5 (3,311 reviews) #### Related review snippet Reviewer: Rebecca R. Reviewer details: Construction, 11-50 employees Published: May 26, 2026 > "I also appreciate the cloud-based access, which allows me to manage accounting from anywhere, along with the seamless bank integrations that help save time and keep records accurate." ### Integrations tab Xero connects with 141+ software tools. [See all integrations](https://www.capterra.com/p/120109/Xero/#integrations) #### Most popular integrations - Expensify: 4.5 rating - Epos Now: 3.8 rating - Harvest: 4.6 rating - ActiveCollab: 4.5 rating - Checkfront: 4.5 rating - Plooto: 4.3 rating #### Integrations-related review snippet Reviewer: Bill N. Reviewer details: Accounting, 501-1,000 employees Published: April 21, 2026 > "Its wide range of integrations also allowed us to build a connected, scalable finance system with minimal effort." --- ## QuickBooks Online Rating: 4.3 out of 5 (8,480 reviews) Profile: [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? QuickBooks simplifies trust accounting by managing client funds, tracking expenses & ensuring compliance. . #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.0 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Pros: - Streamlined and intuitive workflow - Comprehensive remote accessibility features Cons: - High and rising subscription costs - Frequent glitches and instability #### Starting price Starting price: $38.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - General Ledger: 5.0 rating - Bank Reconciliation: 4.0 rating - Accounting: 5.0 rating - Customizable Reports: 5.0 rating #### Lowest rated features - Data Import/Export: 1.0 rating - Billing & Invoicing: 3.0 rating - Tax Management: 2.0 rating - Real-Time Data: 3.0 rating #### Feature-related review snippet Reviewer: Deborah T. Reviewer details: Construction, 11-50 employees Published: March 4, 2026 > "The program is intuitive and offers as much guidance with helpful hints, as needed. " ### Gallery tab Ease of use: 4.2 out of 5 (8,480 reviews) #### Related review snippet Reviewer: Jillean B. Reviewer details: Retail, 1-10 employees Published: May 21, 2026 > "This feature allows me to provide prompt and effective support to my employees, ensuring they receive the assistance they need, regardless of their location or my own, which significantly enhances our overall efficiency and productivity." ### Integrations tab QuickBooks Online connects with 131+ software tools. [See all integrations](https://www.capterra.com/p/190778/QuickBooks-Online/#integrations) #### Most popular integrations - Constant Contact: 4.3 rating - Buddy Punch: 4.8 rating - Cin7 Core: 4.3 rating - Pipeline CRM: 4.3 rating - Cin7 Omni: 4.3 rating - BigCommerce: 4.4 rating #### Integrations-related review snippet Reviewer: Eri D. Reviewer details: Accounting, 1-10 employees Published: May 13, 2026 > "My clients use different software unique to their industry, Quickbooks makes this seamless by offering an integration for most if not all." --- ## 8am MyCase Rating: 4.6 out of 5 (807 reviews) Profile: [8am MyCase](https://www.capterra.com/p/115613/MyCase/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? 8am MyCase is a complete legal software solution: track time, automate billing and invoicing & accept online payments all in one place. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Pros: - Comprehensive law firm operations platform - Continuous product enhancements Cons: - Restrictive and costly payment features - Cumbersome email management #### Starting price Starting price: $50.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 4.5 rating - Case Management: 4.6 rating - Trust Accounting: 4.2 rating - Document Management: 3.7 rating #### Lowest rated features - Task Management: 4.1 rating - Accounting: 3.8 rating - Invoice Management: 4.3 rating - Compliance Management: 3.5 rating #### Feature-related review snippet Reviewer: Louis S. Reviewer details: Legal Services, 1-10 employees Published: June 21, 2026 > "Ease of use; Easy to train; Comprehensive features; No downtimes of note; Easy track time, bill, track retainer, send invoices; Good document sharing features, integration with dropbox, e-signature verification; Customer support responsive; No bugs of note; Good Value; Calendaring is intuitive;" ### Gallery tab Ease of use: 4.6 out of 5 (807 reviews) #### Related review snippet Reviewer: Whitney L. Reviewer details: Law Practice, 1-10 employees Published: April 23, 2026 > "What I appreciate most about MyCase is how seamlessly it brings everything together in one place. As my practice grew from solo to a team environment, the ability to manage clients, documents, and communication in a centralized system became invaluable." ### Integrations tab 8am MyCase connects with 27+ software tools. [See all integrations](https://www.capterra.com/p/115613/MyCase/#integrations) #### Most popular integrations - Dropbox: 4.1 rating - Google Workspace: 4.7 rating - Gmail: 3.9 rating - QuickBooks Online: 4.1 rating - Google Calendar: 4.7 rating - Microsoft Outlook: 4.0 rating #### Integrations-related review snippet Reviewer: Peter H. Reviewer details: Law Practice, 1-10 employees Published: June 16, 2025 > "I like that it's simple and has all the necessary components to run our firm, and especially that the accounting software and lawpay integrates so well." --- ## BQE CORE Suite Rating: 4.5 out of 5 (789 reviews) Profile: [BQE CORE Suite](https://www.capterra.com/p/141096/BQE-Software/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? BQE CORE is accounting and invoicing software that helps architecture and engineering firms manage operations from one platform. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Pros: - Intuitive and accessible interface - Efficient expense management tools Cons: - Frequent glitches and reliability problems - Slow performance and lag #### Starting price Starting price: Not available Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Billing & Invoicing: Available - Trust Accounting: Available - Case Management: Available - Document Management: Available - Accounting: Available - Invoice Management: Available - Compliance Management: Not available - Task Management: Available - Time & Expense Tracking: Available - Bank Reconciliation: Available - Third-Party Integrations: Available - General Ledger: Available #### Feature-related review snippet Reviewer: Irving G. Reviewer details: Architecture & Planning, 1-10 employees Published: December 6, 2022 > "Overall, CORE has exceeded our expectations other than some basic simplicity in the user interface similar to Monograph, but with far more added flexibility meeting the daily needs of an architectural practice." ### Gallery tab Ease of use: 4.4 out of 5 (789 reviews) #### Related review snippet Reviewer: Verified Reviewer Reviewer details: Accounting, 1-10 employees Published: May 12, 2026 > "It’s a powerful, all-in-one solution that helps streamline project management, time tracking, and accounting in a single platform. While there is a bit of a learning curve at the beginning, the efficiency and visibility it provides into projects and finances make it well worth it." ### Integrations tab BQE CORE Suite connects with 15+ software tools. [See all integrations](https://www.capterra.com/p/141096/BQE-Software/#integrations) #### Most popular integrations - Google Drive: 4.8 rating - Dropbox: 4.5 rating - Microsoft 365: 4.5 rating - QuickBooks Online: 4.5 rating - Stripe: 3.5 rating - Xero: 4.4 rating #### Integrations-related review snippet Reviewer: Deborah V. Reviewer details: Maritime, 11-50 employees Published: June 13, 2023 > "once full integration is close, one can really see how the product can fully encompass all aspects. " --- ## Zoho Books Rating: 4.4 out of 5 (674 reviews) Profile: [Zoho Books](https://www.capterra.com/p/163115/Zoho-Books/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Online accounting solution that assists businesses with quoting, invoicing, billing, document management, inventory & other processes. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.2 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Pros: - Streamlined daily accounting tasks - Quick and simple onboarding Cons: - Slow and inconsistent assistance - Unreliable bank syncing features #### Starting price Starting price: $20.00 Pricing details: Other, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Data Import/Export: 5.0 rating #### Feature-related review snippet Reviewer: Sally G. Reviewer details: Health, Wellness and Fitness, 501-1,000 employees Published: July 25, 2025 > "The interface is clean and clear." ### Gallery tab Ease of use: 4.4 out of 5 (674 reviews) #### Related review snippet Reviewer: Nguyen H. H. Reviewer details: Facilities Services, 11-50 employees Published: June 8, 2026 > "The bank feed connection has saved us hours a month working on reconciling transactions." ### Integrations tab Zoho Books connects with 32+ software tools. [See all integrations](https://www.capterra.com/p/163115/Zoho-Books/#integrations) #### Most popular integrations - Slack: 4.7 rating - Microsoft 365: 4.6 rating - Evernote Teams: 4.4 rating - Zoho CRM: 4.6 rating - Stripe: 4.4 rating - Zapier: 4.7 rating #### Integrations-related review snippet Reviewer: Anthony C. Reviewer details: Electrical/Electronic Manufacturing, 1,001-5,000 employees Published: May 8, 2023 > "Zoho Books also offers integration with other Zoho services, such as CRM and Human Resources, which makes collaboration and project management easier." --- ## TimeSolv Legal Billing Rating: 4.7 out of 5 (647 reviews) Profile: [TimeSolv Legal Billing](https://www.capterra.com/p/76729/TimeSolv-Legal-Billing/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? We are the #1 web-based time billing, invoicing and project management software for law firms. Find out why with our 30-day free trial. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $47.50 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 5.0 rating - API: 5.0 rating - Electronic Payments: 5.0 rating - Time & Expense Tracking: 5.0 rating #### Lowest rated features - Calendar Management: 1.0 rating - Accounting: 3.0 rating - Client Portal: 3.0 rating - Invoice Management: 4.0 rating #### Feature-related review snippet Reviewer: Belinda G. Reviewer details: Marketing and Advertising, Self-employed Published: October 29, 2025 > "The interface is pretty intuitive." ### Gallery tab Ease of use: 4.6 out of 5 (647 reviews) #### Related review snippet Reviewer: Verified Reviewer Reviewer details: Law Practice, 1-10 employees Published: August 19, 2025 > "TimeSolv allows you the ability to efficiently track time, generate invoices, and manage the billing process. " ### Integrations tab TimeSolv Legal Billing connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/76729/TimeSolv-Legal-Billing/#integrations) #### Most popular integrations - Dropbox: 4.5 rating - Microsoft 365: 4.0 rating - QuickBooks Online: 3.5 rating - Xero: 4.4 rating - 8am LawPay: 4.8 rating - AccountEdge: 4.3 rating - NetDocuments: 4.2 rating --- ## LEAP Rating: 4.3 out of 5 (545 reviews) Profile: [LEAP](https://www.capterra.com/p/147413/LEAP/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? LEAP is trust accounting software designed for solo & small law firms to help easily manage client trust accounts. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.2 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.0 out of 5 #### Pros and cons based on reviews Pros: - Extensive and evolving feature set - Integrated case management platform Cons: - Persistent technical glitches - Frequent slowdowns and lag #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 4.5 rating - Accounting: 4.4 rating - Case Management: 4.5 rating - Compliance Management: 4.6 rating #### Lowest rated features - Data Import/Export: 4.2 rating - Task Management: 4.3 rating - Document Management: 4.5 rating - Trust Accounting: 4.7 rating #### Feature-related review snippet Reviewer: Karen B. Reviewer details: Law Practice, 51-200 employees Published: March 13, 2026 > "Its clear layout, logical workflows and integrated tools make it easy to navigate, locate information and complete everyday tasks such as managing matters, sending emails, saving documents and recording time." ### Gallery tab Ease of use: 4.2 out of 5 (545 reviews) #### Related review snippet Reviewer: Scott S. Reviewer details: Law Practice, 1-10 employees Published: March 16, 2026 > "The Forms and Templates function makes it very easy to create automated documents, especially with the clause library feature, I am able to automate documents but still have the ability to tailor each document to the specifics of the case - basically automated without being reduced to a boilerplate document." ### Integrations tab LEAP connects with 18+ software tools. [See all integrations](https://www.capterra.com/p/147413/LEAP/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - Zoom Workplace: 4.6 rating - Microsoft 365: 4.3 rating - Microsoft Teams: 4.5 rating - Adobe Acrobat Reader: 3.9 rating - QuickBooks Online: 4.3 rating #### Integrations-related review snippet Reviewer: Amy M. Reviewer details: Legal Services, 11-50 employees Published: March 16, 2026 > "It is quicker than our previous CMS although the system can be glitchy especially integration with Microsoft tasks." --- ## AbacusLaw Rating: 3.9 out of 5 (371 reviews) Profile: [AbacusLaw](https://www.capterra.com/p/18374/AbacusLaw/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Fully integrated trust accounting ensures you're always in balance and that you're compliant with state and local bar associations. #### Rating breakdown - Ease of Use: 3.7 out of 5 - Customer Service: 3.9 out of 5 - Features: 3.8 out of 5 - Value for Money: 3.6 out of 5 #### Pros and cons based on reviews Pros: - Intuitive and simple interface - Centralized client information management Cons: - Persistent technical problems - Frequent slowdowns and disruptions #### Starting price Starting price: Not available Pricing details: Other Free trial: No Free demo: No ### Features tab #### Most popular features - Billing & Invoicing: Available - Trust Accounting: Available - Case Management: Available - Document Management: Available - Accounting: Available - Invoice Management: Available - Compliance Management: Available - Task Management: Available - Time & Expense Tracking: Available - Bank Reconciliation: Available - Third-Party Integrations: Available - General Ledger: Available #### Feature-related review snippet Reviewer: Danielle B. Reviewer details: Law Practice, 1-10 employees Published: January 11, 2021 > "It could use some updates on the intuitive side, but it has proven to be invaluable when it comes to case organization." ### Gallery tab Ease of use: 3.7 out of 5 (371 reviews) #### Related review snippet Reviewer: Katie T. Reviewer details: Law Practice, 1-10 employees Published: January 9, 2025 > "It is an extremely basic program - so the software does ok for very basic needs." ### Integrations tab AbacusLaw connects with 8+ software tools. [See all integrations](https://www.capterra.com/p/18374/AbacusLaw/#integrations) #### Most popular integrations - Salesforce Sales Cloud: 4.4 rating - Microsoft 365: 4.6 rating - Docusign: 4.7 rating - QuickBooks Online: 4.3 rating - Microsoft Outlook: 1.5 rating - Nextiva: 4.6 rating - Mitratech HotDocs: 4.1 rating - Case Status: 4.9 rating --- ## Smokeball Rating: 4.8 out of 5 (359 reviews) Profile: [Smokeball](https://www.capterra.com/p/133656/Smokeball/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Cloud-based legal practice management tool that helps businesses manage trust accounting, document automation, intake forms, and more. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Pros: - Efficient document automation tools - Comprehensive law firm organization Cons: - Complex and limited billing features - Recurring bugs and software glitches #### Starting price Starting price: $49.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 4.6 rating - Secure Data Storage: 4.7 rating - Document Management: 4.7 rating - Case Management: 4.6 rating #### Lowest rated features - Client Portal: 3.0 rating - Contact Management: 3.0 rating - Calendar Management: 4.6 rating - Trust Accounting: 5.0 rating #### Feature-related review snippet Reviewer: Katie K. Reviewer details: Law Practice, 1-10 employees Published: November 25, 2024 > "Extremely user friendly." ### Gallery tab Ease of use: 4.7 out of 5 (359 reviews) #### Related review snippet Reviewer: Verified Reviewer Reviewer details: Law Practice, 1-10 employees Published: December 3, 2025 > "The cloud-based system means I can access client matters securely from anywhere, and the built-in automation eliminates repetitive administrative tasks." ### Integrations tab Smokeball connects with 23+ software tools. [See all integrations](https://www.capterra.com/p/133656/Smokeball/#integrations) #### Most popular integrations - Docusign: 4.7 rating - QuickBooks Online: 4.8 rating - Google Calendar: 4.8 rating - Microsoft Word: 4.8 rating - Microsoft Outlook: 4.7 rating - Campaign Monitor by Marigold: 4.5 rating #### Integrations-related review snippet Reviewer: Genie G. Reviewer details: Law Practice, 1-10 employees Published: May 29, 2025 > "I especially love their integration with InfoTrack for Court e-filing and their workflows. " --- ## CosmoLex Rating: 4.6 out of 5 (341 reviews) Profile: [CosmoLex](https://www.capterra.com/p/18931/CosmoLex/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? CosmoLex is a cloud-based practice management, billing, and accounting system for law firms of all sizes. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Pros: - Responsive customer assistance - Comprehensive training resources Cons: - Billing feature limitations #### Starting price Starting price: $119.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 4.9 rating - Document Management: 4.6 rating - Bank Reconciliation: 5.0 rating - Trust Accounting: 5.0 rating #### Lowest rated features - Task Management: 3.0 rating - Activity Dashboard: 4.0 rating - Accounting: 5.0 rating - General Ledger: 5.0 rating #### Feature-related review snippet Reviewer: Maryam J. Reviewer details: Law Practice, 1-10 employees Published: September 9, 2021 > "It has a good user interface and easy to learn Plus the helps are available every where needed." ### Gallery tab Ease of use: 4.5 out of 5 (341 reviews) #### Related review snippet Reviewer: Dmytro H. Reviewer details: Legal Services, 11-50 employees Published: October 13, 2025 > "Still, it remains a strong choice for small and mid-sized firms." ### Integrations tab CosmoLex connects with 10+ software tools. [See all integrations](https://www.capterra.com/p/18931/CosmoLex/#integrations) #### Most popular integrations - Google Drive: 4.8 rating - Dropbox: 4.5 rating - Microsoft 365: 4.6 rating - Gmail: 5.0 rating - OneDrive: 5.0 rating - Box: 4.4 rating #### Integrations-related review snippet Reviewer: Jessica G. Reviewer details: Legal Services, Self-employed Published: May 31, 2022 > "I like how easy it was to integrate into my business." --- ## Bill4Time Rating: 4.8 out of 5 (209 reviews) Profile: [Bill4Time](https://www.capterra.com/p/212371/Bill4Time/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Bill4Time is a billing and invoicing software that helps businesses streamline time tracking, invoicing, and project management. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $39.00 Pricing details: Per User, Per Year Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 5.0 rating - Case Management: 5.0 rating - Receipt Management: 5.0 rating - Data Import/Export: 5.0 rating #### Feature-related review snippet Reviewer: Kendall M. Reviewer details: Accounting, 1-10 employees Published: April 21, 2026 > "The timer is intuitive, starts and stops instantly from my phone or computer, and automatically logs everything into clean, professional invoices." ### Gallery tab Ease of use: 4.8 out of 5 (209 reviews) #### Related review snippet Reviewer: Kendall M. Reviewer details: Accounting, 1-10 employees Published: April 21, 2026 > "The timer is intuitive, starts and stops instantly from my phone or computer, and automatically logs everything into clean, professional invoices." ### Integrations tab Bill4Time connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/212371/Bill4Time/#integrations) #### Most popular integrations - PayPal: 5.0 rating - QuickBooks Online: 4.7 rating - Box: 4.4 rating - Google Calendar: 5.0 rating - Stripe: 4.6 rating - Microsoft Outlook: 5.0 rating - QuickBooks Online Advanced: 4.4 rating --- ## Rocket Matter Rating: 4.4 out of 5 (206 reviews) Profile: [Rocket Matter](https://www.capterra.com/p/82112/Rocket-Matter/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Rocket Matter gives busy lawyers one single source of truth that empowers them to grow their firms and increase their profitability. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.1 out of 5 - Value for Money: 4.2 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $49.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 4.3 rating - Trust Accounting: 4.5 rating - Document Management: 4.0 rating - Task Management: 5.0 rating ### Gallery tab Ease of use: 4.4 out of 5 (206 reviews) #### Related review snippet Reviewer: Keith O. Reviewer details: Computer Hardware, 1-10 employees Published: April 8, 2026 > "Time tracking is a great tool to have." ### Integrations tab Rocket Matter connects with 17+ software tools. [See all integrations](https://www.capterra.com/p/82112/Rocket-Matter/#integrations) #### Most popular integrations - Dropbox: 4.5 rating - Gmail: 5.0 rating - Evernote Teams: 4.4 rating - Box: 4.4 rating - Google Calendar: 4.8 rating - Microsoft Outlook: 4.5 rating - QuickBooks Online Advanced: 4.4 rating - Kenect: 4.0 rating - NetDocuments: 4.2 rating --- ## Tabs3 Rating: 4.6 out of 5 (195 reviews) Profile: [Tabs3](https://www.capterra.com/p/2589/Tabs3-Billing/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Tabs3 Software is a reliable, easy-to-use, seamlessly integrated suite of products for legal professionals. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $89.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 4.6 rating - Trust Accounting: 4.7 rating - Bank Reconciliation: 5.0 rating - General Ledger: 5.0 rating #### Lowest rated features - Third-Party Integrations: 1.0 rating - Activity Dashboard: 2.0 rating - Case Management: 3.8 rating - Invoice Management: 4.0 rating #### Feature-related review snippet Reviewer: Edie Z. Reviewer details: Computer Software, Self-employed Published: June 28, 2026 > "We all have to make a living and I have been blessed enough to be able to choose what products I want to support that will provide the best user experience." ### Gallery tab Ease of use: 4.4 out of 5 (195 reviews) #### Related review snippet Reviewer: Tari M. Reviewer details: Legal Services, 1-10 employees Published: March 19, 2026 > "Tabs3 is great value for the money and has a robust offering of modules that integrate seamlessly for accounting, billing, management reporting and client management. " ### Integrations tab Tabs3 connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/2589/Tabs3-Billing/#integrations) #### Most popular integrations - Microsoft Excel: 5.0 rating - Microsoft Outlook: 4.4 rating - 8am LawPay: 4.0 rating - Mitratech HotDocs: 5.0 rating - NetDocuments: 5.0 rating - WORLDOX GX: 4.2 rating #### Integrations-related review snippet Reviewer: M Louise R. Reviewer details: Legal Services, 11-50 employees Published: October 20, 2023 > "It is fully integrated a totally comprehensive program that is truly easy to use!" --- ## CARET Legal Rating: 4.4 out of 5 (158 reviews) Profile: [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? CARET Legal's trust accounting software includes bulk trust fund application, accurate bookkeeping with 3-way reconciliation, and more. #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.3 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 4.0 rating - Task Management: 4.7 rating - Document Management: 4.0 rating - Trust Accounting: 3.8 rating #### Lowest rated features - Cross Ledger Posting: 1.0 rating - Accounting: 2.5 rating - Workflow Management: 4.3 rating - API: 4.0 rating #### Feature-related review snippet Reviewer: Brooke R. Reviewer details: Law Practice, 1-10 employees Published: January 5, 2026 > "if you are used to using a computer, it is all very user friendly and didn't require a ton of videos to get the use of it down." ### Gallery tab Ease of use: 4.5 out of 5 (158 reviews) #### Related review snippet Reviewer: Samantha M. Reviewer details: Law Practice, 11-50 employees Published: April 6, 2026 > "One of the standout features is its seamless integration of case management and accounting tools." ### Integrations tab CARET Legal connects with 16+ software tools. [See all integrations](https://www.capterra.com/p/144573/CARET-Legal/#integrations) #### Most popular integrations - Google Docs: 4.7 rating - Google Drive: 4.8 rating - Microsoft 365: 3.0 rating - Gmail: 4.8 rating - OneDrive: 4.5 rating - QuickBooks Online: 5.0 rating - Google Calendar: 4.0 rating - Microsoft Word: 5.0 rating - Microsoft Outlook: 3.7 rating --- ## MYOB Business Rating: 3.9 out of 5 (148 reviews) Profile: [MYOB Business](https://www.capterra.com/p/183867/MYOB-Business/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Small Business cloud based accounting software to automate payroll, client management, tax and all your accounting needs. #### Rating breakdown - Ease of Use: 3.8 out of 5 - Customer Service: 3.4 out of 5 - Features: 3.7 out of 5 - Value for Money: 3.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: A$30.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Billing & Invoicing: Available - Trust Accounting: Not available - Case Management: Not available - Document Management: Available - Accounting: Available - Invoice Management: Available - Compliance Management: Available - Task Management: Available - Time & Expense Tracking: Available - Bank Reconciliation: Available - Third-Party Integrations: Available - General Ledger: Available ### Gallery tab Ease of use: 3.8 out of 5 (148 reviews) #### Related review snippet Reviewer: Bridie R. Reviewer details: Construction, 1-10 employees Published: October 25, 2024 > "It’s a reliable tool for handling all our core accounting functions, including reconciling accounts, managing payroll, sending invoices, and tracking transactions." ### Integrations tab MYOB Business connects with 42+ software tools. [See all integrations](https://www.capterra.com/p/183867/MYOB-Business/#integrations) #### Most popular integrations - Mailchimp: 4.5 rating - BigCommerce: 5.0 rating - ServiceM8: 4.5 rating - ProWorkflow: 4.5 rating - OpenCart: 4.3 rating - Tradify: 4.7 rating - Cyfe: 4.6 rating - Volusion: 3.8 rating - Jitterbit: 4.4 rating --- ## Actionstep Rating: 4.2 out of 5 (135 reviews) Profile: [Actionstep](https://www.capterra.com/p/139923/Actionstep/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Compliant trust and client accounting—manage retainers, safeguard client funds, and stay audit-ready with ease. #### Rating breakdown - Ease of Use: 3.9 out of 5 - Customer Service: 3.9 out of 5 - Features: 4.1 out of 5 - Value for Money: 3.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Document Management: 3.3 rating - Trust Accounting: 4.0 rating - Billing & Invoicing: 3.2 rating - Accounting: 3.3 rating #### Lowest rated features - Calendar Management: 2.3 rating - Third-Party Integrations: 2.8 rating - Reporting & Statistics: 3.0 rating - Contact Management: 1.0 rating #### Feature-related review snippet Reviewer: Jacob P. Reviewer details: Law Practice, 1-10 employees Published: April 27, 2022 > "Great interface." ### Gallery tab Ease of use: 3.9 out of 5 (135 reviews) #### Related review snippet Reviewer: Mike D. Reviewer details: Law Practice, 1-10 employees Published: November 26, 2025 > "It's been a good program for getting my legal practice up and running. As it has grown, I feel like their help department hasn't." ### Integrations tab Actionstep connects with 29+ software tools. [See all integrations](https://www.capterra.com/p/139923/Actionstep/#integrations) #### Most popular integrations - HubSpot CRM: 4.5 rating - 8am CasePeer: 4.8 rating - LawToolBox: 4.2 rating - VXT: 4.7 rating - Smith.ai: 4.8 rating - LawGro: 4.6 rating - Josef: 4.9 rating - InfoTrack: 3.3 rating - DecisionVault: 5.0 rating --- ## Amberlo Rating: 4.7 out of 5 (110 reviews) Profile: [Amberlo](https://www.capterra.com/p/162674/amberlo/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Trust accounting for law firms to track balances, manage transfers, and avoid costly mistakes. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $56.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 5.0 rating - Case Management: 5.0 rating - Contact Management: 5.0 rating - Customizable Fields: 5.0 rating #### Lowest rated features - Third-Party Integrations: 1.0 rating - Trust Accounting: 5.0 rating - Document Management: 5.0 rating - Time & Expense Tracking: 5.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (110 reviews) #### Related review snippet Reviewer: Jan H. Reviewer details: Law Practice, 1-10 employees Published: December 9, 2024 > "Amberlo has enabled us to have up to date records and be able to process invoices speedily ensuring clients receive invoices when work has been done, which we previously struggled to do." ### Integrations tab Amberlo connects with 5+ software tools. [See all integrations](https://www.capterra.com/p/162674/amberlo/#integrations) #### Most popular integrations - Microsoft 365: 4.6 rating - Gmail: 4.5 rating - Microsoft SharePoint: 5.0 rating - Google Calendar: 4.5 rating - Microsoft Outlook: 5.0 rating --- ## TrustBooks Rating: 5.0 out of 5 (107 reviews) Profile: [TrustBooks](https://www.capterra.com/p/145679/TrustBooks/) Visible tabs: Overview, Features, Integrations ### Overview tab #### What is this product about? Cloud based software designed specifically for attorneys to help you easily manage all your law firm's accounting needs. #### Rating breakdown - Ease of Use: 4.9 out of 5 - Customer Service: 5.0 out of 5 - Features: 4.9 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $49.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - General Ledger: 4.5 rating - Trust Accounting: 4.5 rating - Bank Reconciliation: 5.0 rating - Case Management: 5.0 rating #### Lowest rated features - Compliance Management: 5.0 rating - Cross Ledger Posting: 5.0 rating - Workflow Management: 5.0 rating #### Feature-related review snippet Reviewer: Andrea H. Reviewer details: Law Practice, 11-50 employees Published: November 20, 2020 > "It is also really easy to navigate and search for a client balance within seconds." ### Integrations tab TrustBooks connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/145679/TrustBooks/#integrations) #### Most popular integrations - Clio: 5.0 rating - 8am LawPay: 4.8 rating --- ## Actionstep Legal Accounting Rating: 4.5 out of 5 (104 reviews) Profile: [Actionstep Legal Accounting](https://www.capterra.com/p/187835/Soluno/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Actionstep Legal Accounting is a specialized accounting, billing, trust, and time tracking platform designed for midsize law firms. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $99.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 4.6 rating - Trust Accounting: 4.7 rating - General Ledger: 4.5 rating - Bank Reconciliation: 4.8 rating #### Lowest rated features - Workflow Management: 3.0 rating - Customizable Fields: 4.3 rating - Cross Ledger Posting: 4.0 rating - Real-Time Reporting: 4.0 rating #### Feature-related review snippet Reviewer: Ann B. Reviewer details: Law Practice, 51-200 employees Published: November 9, 2023 > "The system is very intuitive when submitting time entries, which saves me a lot of time when putting my entries in at the end of the day." ### Gallery tab Ease of use: 4.3 out of 5 (104 reviews) #### Related review snippet Reviewer: Agustina A. Reviewer details: Accounting, Self-employed Published: June 12, 2024 > "I will say that the platform is well organized and allows users to do Accounting without too much knowledge. When transitioning one of my clients, I had the opportunity to interact with many customer service representatives." ### Integrations tab Actionstep Legal Accounting connects with 11+ software tools. [See all integrations](https://www.capterra.com/p/187835/Soluno/#integrations) #### Most popular integrations - 8am CasePeer: 4.8 rating - 8am LawPay: 4.8 rating - Actionstep: 5.0 rating - PaperCut: 4.5 rating - LawToolBox: 4.2 rating - NetDocuments: 3.8 rating #### Integrations-related review snippet Reviewer: Nadia P. Reviewer details: Legal Services, 1-10 employees Published: March 3, 2023 > "I like the integration with Netdocuments to open files." --- ## CaseFox Rating: 4.5 out of 5 (96 reviews) Profile: [CaseFox](https://www.capterra.com/p/121682/CaseFox/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? CaseFox Legal Trust Accounting: IOLTA-compliant tracking & reconciliation for law firms & lawyers. Manage client funds with confidence. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $39.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Real-Time Data: 5.0 rating - Accounting: 3.0 rating - Invoice Management: 3.0 rating - Time & Expense Tracking: 3.0 rating ### Gallery tab Ease of use: 4.4 out of 5 (96 reviews) #### Related review snippet Reviewer: stephanie S. Reviewer details: Law Practice, Self-employed Published: October 12, 2023 > "SO grateful that case fox has a permanent free option for those just starting out with only a client or two. once my client base increases I will be happy to subscribe." ### Integrations tab CaseFox connects with 14+ software tools. [See all integrations](https://www.capterra.com/p/121682/CaseFox/#integrations) #### Most popular integrations - Google Docs: 4.7 rating - PayPal: 4.6 rating - Dropbox: 4.5 rating - Microsoft Excel: 4.8 rating - Microsoft 365: 4.6 rating - QuickBooks Online: 4.3 rating - Box: 4.4 rating - Google Calendar: 4.8 rating - Xero: 4.4 rating --- ## LeanLaw Rating: 4.7 out of 5 (92 reviews) Profile: [LeanLaw](https://www.capterra.com/p/157188/LeanLaw/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? LeanLaw is a cloud-based legal billing software that helps law firms streamline trust accounting, invoicing, reporting, and more. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $45.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Most popular features - Billing & Invoicing: Available - Trust Accounting: Available - Case Management: Available - Document Management: Available - Accounting: Available - Invoice Management: Available - Compliance Management: Available - Task Management: Not available - Time & Expense Tracking: Available - Bank Reconciliation: Available - Third-Party Integrations: Available - General Ledger: Available #### Feature-related review snippet Reviewer: Gregory C. Reviewer details: Law Practice, 1-10 employees Published: November 25, 2020 > "The web-based interface is clean and simple and easy to read and use. " ### Gallery tab Ease of use: 4.7 out of 5 (92 reviews) #### Related review snippet Reviewer: Deborah W. Reviewer details: Law Practice, 1-10 employees Published: November 23, 2020 > "The timekeeping features give attorneys everything they need to manage tracking billable hours. That it is integrated with Quickbooks is an amazing feature. " ### Integrations tab LeanLaw connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/157188/LeanLaw/#integrations) #### Most popular integrations - QuickBooks Online Advanced: 4.4 rating - NetDocuments: 4.2 rating - Confido Legal: 4.0 rating #### Integrations-related review snippet Reviewer: Nick V. Reviewer details: Law Practice, 1-10 employees Published: August 19, 2021 > "The integration between these three has been nothing but wonderful. " --- ## uLawPractice Rating: 4.6 out of 5 (87 reviews) Profile: [uLawPractice](https://www.capterra.com/p/150100/uLaw-Practice/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? A cloud based, AI/ML, integrated practice management, accounting, trust accounting system accessible ANYWhere, ANYTime from ANYDevice. #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: CA$44.00 Pricing details: Flat Rate, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Billing & Invoicing: 4.8 rating - Trust Accounting: 4.8 rating - Document Management: 5.0 rating - Case Management: 4.6 rating #### Lowest rated features - Reporting & Statistics: 4.0 rating - Client Portal: 3.0 rating - Customizable Fields: 4.0 rating - Accounting: 4.0 rating #### Feature-related review snippet Reviewer: Ilene S. Reviewer details: Law Practice, Self-employed Published: March 3, 2025 > "I keep it simple and uLaw allows me to do that without being overwhelmed by over choice or a confusing interface." ### Gallery tab Ease of use: 4.2 out of 5 (87 reviews) #### Related review snippet Reviewer: Sawraj S. Reviewer details: Law Practice, Self-employed Published: February 18, 2026 > "They are patient, knowledgeable, and take the time to explain things clearly instead of just giving short answers." ### Integrations tab uLawPractice connects with 9+ software tools. [See all integrations](https://www.capterra.com/p/150100/uLaw-Practice/#integrations) #### Most popular integrations - Google Drive: 5.0 rating - Gmail: 4.0 rating - OneDrive: 4.5 rating - Docusign: 4.7 rating - Toggl Track: 4.7 rating - Microsoft Outlook: 4.5 rating - ChatGPT: 4.4 rating - 8am LawPay: 4.3 rating - Plaid: 5.0 rating --- Page 1 of 2 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (60) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Accounting Accrual Accounting AI Copilot Asset Accounting Bank Reconciliation Billing & Invoicing Case Management Check Writing Compliance Management Contact Management Cross Ledger Posting Customer Statements Data Import/Export Document Management Electronic Payments Fee Calculation & Posting General Ledger Generative AI Invoice Management Receipt Management Task Management Tax Management Third-Party Integrations Time & Expense Tracking Trust Accounting Workflow Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Accounting Practice Management Software](https://www.capterra.com/accounting-practice-management-software/)[Accounting Software](https://www.capterra.com/accounting-software/)[Fund Accounting Software](https://www.capterra.com/fund-accounting-software/)[Investment Management Software](https://www.capterra.com/investment-management-software/)[Law Practice Management Software](https://www.capterra.com/law-practice-management-software/) I'm looking for Trust Accounting Software that is: [Free](https://www.capterra.com/trust-accounting-software/s/free/) Table of Contents - [Benefits of trust accounting software](#benefits-of-trust-accounting-software) - [Typical features of trust accounting software](#typical-features-of-trust-accounting-software) - [The cost of trust accounting software](#the-cost-of-trust-accounting-software) - [Considerations when buying trust accounting software](#considerations-when-buying-trust-accounting-software) ## Benefits of trust accounting software - **Streamlines document management:** Trust accounting software provides a digital repository to store and classify documents for multiple trust accounts. This functionality helps manage documents more efficiently as well as eliminates the chances of document loss or misplacement. - **Improves compliance and practice management:** Trust and property management often involve working with new laws and regulations every year. A trust accounting solution tracks and updates itself based on changes in government policies and regulations, helping your legal firm stay compliant with new guidelines and avoid penalties. - **Tracks expenses and creates invoices:** Trust accounting software helps track and manage bills and expenses for your clients’ trust accounts. It offers a centralized dashboard to create transaction invoices for all clients. It also lets you customize the invoices based on the work done and send them to your clients. - **Improves financial reporting for tax filing:** With trust accounting software, you can export financial data from clients’ trust accounts to improve financial reporting for your team. This process also makes it easier for you to file taxes for the trust accounts you manage on behalf of your clients. ## Typical features of trust accounting software - **Trust accounting:** Track the overall balance held in trust accounts, and maintain detailed and accurate records of the funds trusts receive. - **General ledger:** Maintain a clear distinction between the funds your business receives as payments and funds that are part of a client's trust. A general ledger is a master record of transactions on the trust accounts you manage. - **Automatic billing and invoicing:** Track the billable hours for each client to create invoices, and send the invoices to your clients automatically via email. - **Calendar management**: Integrate the trust fund accounting software with your calendar to schedule daily tasks and allow clients to self-book meetings or appointments. ## The cost of trust accounting software Most products on the market are priced on a per-month basis and can be divided into three pricing tiers based on their starting prices. **Price ranges:\*** - $12 - $15 - $16 - $39 - $39+ _\*The pricing included is for the entry-level/lowest-priced offering found on vendor websites on September 30, 2022. These ranges correspond to the 25th, 75th, and 100th percentiles of pricing information gathered from vendor websites of sample products._ The above list summarizes pricing for the base plans of most products. An enterprise or premium product that is priced higher may include additional features such as legal matter management or automated litigation management ## Considerations when buying trust accounting software - **Assess the level of security the software offers.** Managing trust or client funds means dealing with sensitive financial data. Therefore, the trust accounting system you select should offer data protection features such as encryption, two-factor authentication, and role-based access to safeguard clients’ financial information. When exploring software options, ask vendors about the type of data security and authentication their tool offers. - **Check whether the software provides bank reconciliation.**An ideal trust accounting solution should offer the bank reconciliation feature to automate the process of comparing the numbers on your balance sheet with the actual amount in the trust funds you handle. When exploring trust account software options, ask vendors whether their product offers this feature. - **Look for multicurrency functionality.** If you manage international clients, you'll need legal trust accounting software that can handle transactions in various currencies for the trust funds you handle. Before investing in any product, ask vendors whether their product supports multicurrency trust account management. **Sources** Products evaluated for the pricing calculation were taken from [Capterra’s trust accounting software directory](https://www.capterra.com/trust-accounting-software/), sorted by the number of reviews. The pricing ranges exclude freemium versions of the products. The features highlighted were identified based on their relevance and the percentage of products in Capterra’s directory that offer them.