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Bookkeeping dashboard and financial reports

Legal accounting that protects trust, profitability, and partner confidence

We manage trust accounting, legal bookkeeping, and law-firm financial operations, so your firm runs compliant, profitable, and in control every month.

Audit-ready monthly close

Matter-level financials

IOLTA & trust accounting specialists

Legal software + QBO compatible

Trusted by growing law firms managing complex trust accounts
Trusted by growing law firms managing complex trust accounts
Supporting firms across litigation, corporate, and multi-partner practices
Supporting firms across litigation, corporate, and multi-partner practices
Designed for trust-heavy, partner-driven law firms
Designed for trust-heavy, partner-driven law firms

A legal finance system that actually supports the firm

Ledgrix gives law firms a structured financial engine, not just bookkeeping.

Legal finance system
We build and operate a system that ensures:
  • Trust accounts are always reconciled and defensible
  • Retainers and client funds move correctly across matters
  • Partner and practice-area numbers are always ready
  • Month-end closes happen on schedule
  • Leadership can make decisions without questioning the data
Instead of reacting to financial issues, your firm operates with:
  • Predictable compliance
  • Reliable reporting
  • Clear profitability
  • Lower partner risk
  • Less administrative overhead

What we handle for law firms

Trust operations:

Trust operations:

Client funds, handled without risk

  • IOLTA and client-fund compliance
  • Three-way trust reconciliations
  • Retainer intake → usage → replenishment
  • Full audit trail and documentation
  • Monthly trust reports you can stand behind
Trust operations:

One system. One finance partner. Zero trust-accounting anxiety.

How legal finance runs through Ledgrix

Every financial activity flows through one connected system, built around how law firms actually operate.

  • Client funds & retainersClient funds & retainers
  • Trust accounting & reconciliationsTrust accounting & reconciliations
  • Matter-level booksMatter-level books
  • Partner & practice reportingPartner & practice reporting
  • Monthly close & compliance layerMonthly close & compliance layer

What makes Ledgrix different for law firms

Most accounting vendors support law firms. Very few are built for law firms.

Ledgrix is different because:
We design workflows around trust accounting first
We design workflows around trust accounting first
We connect legal software directly into accounting logic
We connect legal software directly into accounting logic
We report finances at the matter, partner, and practice-area level
We report finances at the matter, partner, and practice-area level
We run structured monthly closes, not spreadsheet cleanups
We run structured monthly closes, not spreadsheet cleanups
We operate as a finance partner, not a data entry service
We operate as a finance partner, not a data entry service

Financial clarity law firm leaders use

With Ledgrix, you get visibility into:

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Trust balances by client and matter

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Retainers available vs earned

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Revenue by partner, matter, and practice area

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Real cash position vs WIP and AR

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Profitability across offices and teams

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Billable vs non-billable time impact

So decisions are based on numbers you trust, not reports you question.

Who we support

We work with:
  • Litigation and trial firms
  • Corporate and commercial practices
  • Immigration and family law firms
  • IP and technology firms
  • Boutique firms and multi-partner practices
  • Multi-office and growing legal groups
If your firm manages trust funds, retainers, and billable work, we build the finance system behind it.
Who we support illustration

A legal finance system that scales with your firm

Automation handles transaction volume. Legal finance specialists ensure accuracy. Industry experts review monthly structures.

Your financial system stops being a risk

Audit-Ready Monthly Close

You get:
Clean monthly closesClean monthly closes
Zero trust-accounting panicZero trust-accounting panic
Audit-ready documentationAudit-ready documentation
Consistent partner reportingConsistent partner reporting
A finance operation that scales as your firm growsA finance operation that scales as your firm grows