Purpose-built trust accounting for attorneys. Stay bar-compliant, track every client matter, and produce settlement statements in seconds — all in one place.
Everything You Need
From intake to settlement — every trust accounting workflow your firm needs, without the spreadsheet headaches.
Dedicated trust bank accounts with per-matter ledgers. Every dollar tracked to its case, every transaction timestamped and auditable.
Each case gets its own running balance. Instantly see what you're holding for any client — deposits, disbursements, and the current balance in real time.
Generate a print-ready settlement statement per case. Gross recovery, attorney fees, medical liens, case expenses — all calculated automatically.
The bar requires it. We make it easy. Bank balance, book balance, and client ledger totals are reconciled and reported with one click.
When fees are earned, move them from trust to operating with a built-in workflow that auto-increments check numbers and logs every transfer.
Export a complete audit-ready PDF package — trust ledger, check register, three-way rec, and transaction history — for any date range.
Track attorney and vendor payments. Flag disbursements for 1099-MISC and 1099-NEC, with e-file exports ready for tax season.
Identify dormant client funds and generate the state-required unclaimed property report — so you stay compliant with abandonment laws.
Connect your IOLTA bank account directly via Plaid. Transactions import automatically and match against your trust ledger entries.
IOLTA Compliance
Most accounting software treats trust accounts as just another bank account. BaseLedgerPro Legal was designed from the ground up around bar rules — so the system enforces compliance instead of hoping you remember to.
Auto-calculated from trust ledger • Print-ready PDF
Pricing
All plans include IOLTA trust accounting, matter ledgers, 3-way reconciliation, and unlimited cases.
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