Full-Service Outsourcing
Hand off check writing, trust accounting, and reconciliation completely - we run the entire process for you.
Full-Service Outsourcing
We run the entire process for you.
Hand off check writing, trust accounting, and reconciliation completely. We own the process end-to-end - you see clean, connected, review-ready records without managing the work behind them.
How It Works
You don't hire, train, or supervise an accounting team. You work with PI Ledger as your backend accounting partner, and we run the process using our own team, our own review structure, and our own quality controls.
Check requests come to us. Reconciliation happens on our schedule. Exceptions get flagged and resolved before they reach you. The firm sees the output - clean ledgers, review-ready reconciliation, processed checks - not the day-to-day work behind it.
What's Included
Check writing - IOLTA and operating accounts, three-level review (Preparer → Reviewer → Closer)
Monthly three-way reconciliation - IOLTA bank balance, client/matter ledgers, trust liability
Exception review - unmatched deposits, stale checks, negative matter balances flagged before finalization
Operating bookkeeping - bank reconciliation, payroll coordination, revenue and expense classification
Bar reporting documentation support
Software and integration management across your case management and accounting systems
Built for Firms That Want To
Remove the accounting function from their day-to-day entirely
Fix a backlog or a messy set of books without hiring or managing a cleanup team
Get Bar-reporting-ready records without owning the reconciliation process internally
Scale check writing and trust accounting without scaling internal headcount
Why This Model Works
Personal injury accounting is not a task you can hand to a general bookkeeper and forget. Settlement funds, medical liens, fee splits, and IOLTA activity are all connected - a gap in one area creates downstream problems in another.
With Full-Service Outsourcing, that complexity is our responsibility, not yours. We built this model doing exactly this work - including clearing a 1,500+ matter check-writing backlog and rebuilding over a decade of IOLTA records for Bar review. See our case studies →
Ideal For
Firms without an internal accounting/bookkeeping function for trust and check writing, firms replacing an outgoing accountant or bookkeeper, and firms that want predictable, review-ready output without managing a team.
If you'd rather own your own team in India instead of outsourcing the process, check out Your Own Dedicated Team - GCC → instead.