Pricing

We have deep working experience across the case management and accounting software platforms commonly used by personal injury law firms.

Our strongest expertise is in Filevine and its integration with QuickBooks Online. We understand the practical limitations of the Filevine-QBO sync - address sync failures on checks, issues with minor checks and deceased-party checks, and trust accounting category setup. We also work with Clio, SmartAdvocate, CASEpeer, Centerbase, Litify, Smokeball, LEAP, CARET Legal, PracticePanther, Rocket Matter, CloudLex, and other platforms used by PI firms.

On the accounting side, we work with QuickBooks Online, Xero, and NetSuite. We understand how data flows between case management systems and accounting systems, where it breaks, and how to keep both in sync.

View all software we work with for the full list of case management and accounting systems we support.

Pricing is tiered by active monthly cases - the number of cases that are open and require accounting activity (check writing, trust entries, disbursements, or reconciliation) in a given month, averaged across the engagement period.

Your case volume is reviewed at the start of each engagement and periodically throughout. If your volume moves into a higher tier consistently - specifically, if it exceeds your current tier for three consecutive months - we will discuss a tier adjustment with you. This ensures the right level of resource allocation for your firm without charging for capacity you are not using.

Active monthly case volume is defined clearly in your service agreement to avoid any ambiguity.

Yes. Many firms start with check writing only (Starter) or trust accounting and check writing (Core), and add operational accounting or year-end services as their needs evolve. Upgrades typically take effect from the following month, and we handle the transition with a clean knowledge transfer and onboarding for the expanded scope.

We can also design a custom plan from the beginning if the standard bundles do not fit your firm's requirements. For example, if you need year-end support but not ongoing check writing, or trust accounting without full operational bookkeeping, we can build a plan around what you actually need.

Every month we reconcile three numbers: (1) the IOLTA bank balance, (2) the trust liability in your accounting system, and (3) the sum of all individual client and matter ledgers. All three must agree.

We prepare individual ledgers for each matter, review uncleared checks and deposits, account for fee timing differences, identify and flag any exceptions, and deliver a clean reconciliation report that is ready for bar or CPA review. We also handle situations where deposits and checks span multiple IOLTA accounts, which is a common complexity in larger PI firms.

Yes. Our core expertise was built in California - Rule 1.5.1 fee-sharing, CTAPP documentation, and California IOLTA bar compliance - but we work with personal injury law firms nationally. We adapt to each state's IOLTA rules and local bar requirements during onboarding. See states we serve for more detail on how we approach multi-state and state-specific compliance requirements.

We start with a discovery call to understand your firm's workflow, software setup, check policies, IOLTA structure, and the scope of work. From there, we prepare firm-specific templates and process documents before we process anything.

Our philosophy is: train first, process second. Starting without understanding your firm's specific policies is the most common cause of costly errors in check writing and trust accounting. We take the time to build the right foundation before we begin, regardless of urgency.

For standard onboarding there is no separate setup fee - the monthly retainer covers initial knowledge gathering and template creation. If your firm has a significant historical backlog (pending checks, unreconciled trust books, years of disorganized records), we scope that separately as a one-time cleanup engagement before the monthly retainer begins. The cleanup is quoted as a fixed-scope project.