Accounting

Soluno makes keeping track of your accounts easy - regardless of your accounting system.

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Bambora

Payment processing

Clio

Practice management

CASEpeer

Case management

ClientPay

Payment processing

Copitrak

Document Management

Fattmerchant

Payment processing

LawPay

Payment processing

LawToolBox

Practice management

LawGro

NetDocuments

Document management

Microsoft Office 365

Case management

Worldox

Document Management

Yocierge

Document retrieval

Flexible

Supports accrual, cash, and two modified-cash variations.
Ability to track hard and soft costs separately.
Generate "accountant ready" financial statements without closing periods.
Close periods/years in a single step.
Retain all financial reports for easy reference; no need to recreate periods.

Trust Compliant

Compliant with federal, state, provincial, trust, and HST/GST regulations.
Custom trust configurations; control the receipt of retainer money and prevent overdrawing trust funds.
Easily transfer trust funds to operating accounts, between files, or to other trust accounts.

Powerful Reporting

Produce 70+ custom report views to track contacts, receivables, cash flow, and more.
Create comprehensive audit trail reports, including all entry/change logs and missing entries.
Accurate receivable, payment, and adjustment reports that will always reconcile with your financial statements.
Export reports to PDF and Excel ®.

Easy Banking

Produce deposit slips and process bank feed information.
Automatically smart-match entries with bank feeds and deposit slips.
Easily identify and add missing charges.
Produce three-way bank reconciliation reports.
Track bank errors separately to help resolve entry discrepancies.

Accounts Payable

Allocate payments to files.
Link existing expenses to payables.
Append PDF documents to client invoices (no print, scan, or email required).
Set vendor arrangements for discounts and surcharges.
Pay multiple invoices at the same time.

If outside counsel is utilized a payable is auto-created for the contact once the client is billed.
Receive notifications when a client pays an invoice.
Access past accounts payable reports at any time.