For Law Firms & Attorneys

Bookkeeping Support for Law Firms and Legal Practices

Daxable can support a law firm's operating books and client-fund recordkeeping, including same-date reconciliation of the trust bank, trust control account, and individual client ledgers where applicable. Trust, IOLTA, retainer, fee, and disbursement requirements differ by jurisdiction and engagement, so Daxable does not certify legal or ethical compliance. The firm remains responsible for approvals, client-fund authority, legal conclusions, state-bar requirements, and review with qualified counsel.

GAAP-Compliant QuickBooks-Certified Dedicated Team Month-to-Month · No Setup Fee

The bookkeeping problems costing legal & law firms the most.

A bank reconciliation does not prove client ledgers agree

The trust bank, control account, and sum of client ledgers can differ even when the bank appears reconciled.

Daxable can produce a same-date tie-out and document exceptions for firm management and counsel.

Operating and client-fund activity cross

Fees, retainers, disbursements, and transfers can enter the wrong workflow without explicit approval controls.

The firm defines the authorized movement and review path; Daxable maintains the supported bookkeeping evidence.

Dedicated bookkeeping. Flat monthly subscription.

Law-Firm Bookkeeping

Operating books and client-fund reconciliation within a firm-approved, jurisdiction-aware workflow.

Explore Law-Firm Bookkeeping

From conversation to clean books in about two weeks.

01

Book a discovery call

We scope your legal & law firms bookkeeping needs in 45 minutes. No prep required.

02

Matched & onboarded

We assign your dedicated, QuickBooks-certified bookkeeper and document your standards before touching a file.

03

Ongoing delivery

Clean monthly books on your schedule — month-to-month, no lock-in.

Questions legal & law firms ask.

Does Daxable certify IOLTA or bar compliance?

No. Daxable provides bookkeeping and management-use workpapers. The law firm and qualified counsel remain responsible for jurisdiction-specific duties and compliance.

Can Daxable perform a three-way reconciliation?

Daxable can compare the adjusted trust-bank balance, trust control account, and total client ledgers at one cutoff date when the necessary records are available.

Does Daxable give legal advice?

No. Daxable does not practice law, interpret professional rules, or provide legal opinions.

QuickBooks Certified · GAAP · Month-to-Month · No Setup Fee

Ready to get your legal & law firms books handled?