We fill your finance seat with a person who knows legal books. Agents draft each matter's invoice from approved time and match every trust deposit. Your person checks each one, reconciles trust three ways, and moves fees out of trust only when a lawyer approves.
239 job postings in our pulls name both QuickBooks and Clio. 62,119 name QuickBooks. US postings, Mar 22 to Oct 3, 2026, from our own pulls. The full report
Client money sits in trust, and the bank, the books and the client ledgers have not been reconciled together in months.
What trust account meansMatch every trust deposit and payment to the right client and matter.
Reconciles the trust account three ways every month and signs it off. Fees leave trust only when a lawyer approves.
Approved time sits in the practice system for weeks, so invoices go out late and get paid later.
Build an invoice draft for each matter from approved time, on billing day.
Checks every invoice, and takes billing questions and write-downs to the lawyer.
Filing fees and expert costs get paid for clients and never billed back.
Record each cost advanced against its matter as it is paid.
Makes sure every cost advanced lands on the client's next invoice.
Nobody wants to chase a client, so overdue invoices age past 90 days.
What aging report meansSend overdue reminders on the schedule and in the words you approve.
Raises the larger ones with the lawyer who owns the client.
Your person checks every line the agents do. The agents never make the judgment calls.
Get candidates for this seatWork with a right answer goes to software from week one. Your person checks every agent result and keeps the judgment calls. Anything that moves money waits for a person.
The same list every month, checked by your person before it reaches you. The hours report shows the routine share moving to the agents over time.
The agents connect to 6 of the systems law firms run on. Your person logs into the rest, like any employee you give a login to.
Brings approved time, invoices and client trust balances into the books.
Connected with a login you approve
Matches the operating and trust bank lines, and enters bills.
Connected with a user you create
The same matching and entry, if your books are in Xero.
Connected with a user you create
Card payments from clients matched back to their invoices.
Connected with a restricted key
Vendor and expert bills entered and coded to the matter. Paid after approval.
Connected with a key you create
Expense receipts matched and coded to the matter they belong to.
Connected with a key you createWorks in it like any employee, and the agents work on what it exports.
A login you give themChecks client payments against invoices and the trust account.
A login you give themWorks in it like any employee, and the agents work on what it exports.
A login you give themWorks in it like any employee.
A login you give themFinds the engagement letter and fee terms behind each invoice.
Shared with them like anyone elseEvery connection uses a login, key or app you create, and you can switch it off at any time. Your books stay in your own software the whole time. All 15 systems the agents connect to
The same person and agents, sized to the job you posted. Each role page shows what that posting usually asks for and what the seat really costs.
Small firms: the trust and operating accounts, billing day and the close.
The bookkeeper seatBilling and collections, matter by matter.
The accounts receivable seatLarger firms: the trust sign-off, partner reports and the close.
The controller seatMedian posted pay from the US postings we read in full for each role. A seat costs more than its pay once you add payroll taxes and benefits. What loaded cost means
Yes, through a user you create in your own software, which you can switch off in one click. Everyone signs in with a second code on top of a password, and a confidentiality agreement is signed before any access is given. The lawyers stay responsible for the trust account, and the records your person keeps let them show it.
No. Anything that moves money waits for a person, and fees move from trust to the operating account only when a lawyer approves. The agents match lines, draft invoices and keep the ledgers current.
Yes. The agents connect to Clio with a login you approve. For PCLaw, MyCase or another practice system, your person logs in like any employee and the agents work on what it exports.
The lawyer. A write-down is a judgment about the client, so the agents never make one. Your person flags the invoices that need a decision and applies what you decide.
Your data is encrypted when it moves and when it is stored. It is never used to train anything, never combined with another client's, and never stored on a personal laptop. Each person signs in with a second code on top of a password and works only inside your own software.
Pick the role and leave your work email. We find your posting from your company and send you matched candidates, free.
