Financial Clarity. Stronger Law Firms.

We specialize in Quickbooks Online and believe it provides the most flexible and scalable accounting platform for most law firms. We also work alongside many legal practice management systems—including Clio, Filevine, PracticePanther, MyCase, Smokeball, LeanLaw, CloudLex, PCLaw, Needles, and others—to ensure your financial data flows accurately between systems.

We support firms that bill on a contingency, hourly, flat-fee, subscription, or hybrid basis, including firms with LEDES billing requirements for insurance defense and corporate clients. Whether your firm already has an established accounting system or is considering a transition to QuickBooks Online, we can support your current workflow and recommend solutions that best fit your practice.

Yes. Trust accounting is one of our core specialties. We perform three-way trust reconciliations, review client trust ledgers, identify discrepancies, and help firms maintain compliance with applicable bar requirements.

Absolutely. Whether you're months or years behind, we can review your records, correct prior bookkeeping issues, reconcile accounts, and bring your financials up to date.

No. We focus on bookkeeping, financial oversight, and accounting support. We work closely with your CPA to provide organized, accurate financial records that make tax preparation much easier.

We work with solo attorneys, boutique firms, and growing multi-attorney practices. Our systems are designed to scale as your firm grows.

Most clients receive monthly financial statements and management reports. We can also provide custom reporting based on your firm's needs.

Yes. We serve as the accounting point of contact for many of our clients' CPAs by providing supporting documentation, reconciliations, and year-end workpapers.

Yes. In addition to bookkeeping, we provide financial oversight, budgeting, cash flow analysis, KPI reporting, and strategic financial guidance for firms that need more than basic bookkeeping.

Yes. We use secure cloud-based systems, controlled document access, and permission-based file sharing to protect your firm's financial information.

After our initial consultation, we gather your accounting records, obtain secure access to your systems, review your current books, and build a customized onboarding plan. Most firms are fully onboarded within the first few weeks.

Absolutely. We regularly collaborate with attorneys, office managers, administrative staff, payroll providers, and CPAs to ensure smooth financial operations.

Unlike traditional bookkeeping firms, LegalBooks focuses exclusively on law firms. We understand legal accounting, trust accounting requirements, settlement workflows, contingency fee practices, and the financial reporting attorneys need to make informed business decisions.

Yes. We offer historical bookkeeping cleanup, trust account reviews, reconciliation projects, and accounting system reorganizations in addition to ongoing monthly services.