01 · AR/AP
Check Writing
IOLTA and operating-account check support with payee, address, amount, deposit, and supporting-document verification through a three-level review.
Explore Check Writing →AR/AP (Check writing), trust accounting, and reconciliation - kept clean, connected, and Bar-review-ready. AI-enabled. Human-reviewed.
What We Handle
PI accounting work that stays connected
Check activity, client funds, matter ledgers, operating books, and monthly reconciliation cannot be managed in isolation. Our work is structured around keeping every part connected and ready for review.
02 · Client Funds
Trust Accounting
Matter-level trust accounting and monthly three-way reconciliation across the bank balance, client ledgers, and trust liability.
Explore Trust Accounting →03 · Firm Books
Operating Bookkeeping
Bank and credit-card reconciliation, payroll coordination, fee transfers, case-cost reimbursements, monthly close, and reporting.
Explore Bookkeeping →Two Ways to Work
Outsource the process or build your own team
The right operating model depends on how much ownership and day-to-day management your firm wants to retain.
Solution 01
Full-Service Outsourcing
Hand off check writing, trust accounting, reconciliation, exception review, operating bookkeeping, and software coordination. We run the process using our team and controls; you receive clean, review-ready output.
See Full-Service Outsourcing →Solution 02
Your Own Dedicated Team - GCC
Build a captive India accounting team that works exclusively for your firm. Choose setup and handover, managed transition, or independent ongoing business-health reviews.
See Your Own Dedicated Team - GCC →Software & Integrations
We understand the systems behind the workflow
Our experience goes beyond knowing where to click. We work through how case-management and accounting systems exchange contacts, payees, checks, trust activity, and matter-level data - and where integrations can break.
Explore Software CapabilitiesFilevine
Clio
SmartAdvocate
CASEpeer
QuickBooks
TrustBooks
Work in Practice
Case studies built from real accounting problems
See how detailed process control, exception review, and historical reconstruction work when the records are messy and the risk is real.
Case Study 01
Clearing a 1,500+ Matter Check-Writing Backlog
A structured approach to processing high-volume outstanding requests while preserving review discipline, support, and matter-level accuracy.
Read Check-Writing Case Study →Case Study 02
Rebuilding Historical IOLTA Records
More than a decade of records, multiple QBO files, bank systems, deposits, checks, client ledgers, and exceptions brought together for Bar-review support.
Read Trust Accounting Case Study →Pricing
Fixed before we start - not billed by the hour
Full-Service Outsourcing is priced around complexity and volume. Dedicated Team engagements are priced around team size and the stage of support you choose. Every engagement begins with an assessment and a clear quote.
Fixed quoteNo hourly billingScope transparency
Why PI Ledger
Specialized process, practical controls
Our model combines PI-specific accounting knowledge, documented review, software fluency, and clear responsibility for exceptions.
Expertise
Built around PI accounting
Settlement funds, MedPay, liens, fee splits, client payouts, IOLTA transfers, matter ledgers, and Bar-review documentation.
Our Expertise →Controls
Security & review discipline
Restricted working environments, documented audit trails, three-level review, exception reporting, and engagement-specific data arrangements.
Security & Compliance →People
A backend team, not a software layer
AI helps narrow and organize the work. Human preparers, reviewers, and closers remain responsible for judgment and final output.
Who We Are →