The trial doesn’t require a credit card, and you can use it with real clients and matters. At a minimum, you want your legal billing software to integrate with your legal accounting tools. If you’re choosing a full service legal practice management tool, that should extend to other tools like word processing and email as well.

Cloud-Based Software

Firms can customize invoices, reports, and client payment law firm bookkeeping pages, and accept credit, debit, eCheck, or ACH. LawPay’s transparent pricing, built-in compliance protections, and faster collections help firms save firms time and money overall. We’ve collected information about the best legal billing software options to get you started. Solutions like MyCase offer automatic three-way trust and bank reconciliations.

Best Features

Higher tiers offer some more advanced billing options, such as applying interest and discounts or split billing. While not law-specific, QuickBooks is still widely used in legal circles due to its flexibility. Proper tracking and documentation provide greater IRS audit protection.

Best law firm accounting software picks

Without role-based access, your financial system can become messy, disorganized, and vulnerable to internal mistakes. Legal accounting tools ensure that advanced client costs are properly recorded, categorized, and linked to each matter from day one. This reduces the risk of billing delays, missed reimbursements, or tax misclassification. Firms without this feature often underbill clients or face trouble during audits because their systems can’t clearly separate firm costs from client costs. The key to finding the best legal billing software for your law firm is to know yourself.

• MyCase also provides advanced tools like document automation, dynamic intake forms, custom fields, workflow templates, AI writing tools, and embedded payments with surcharging.
• Simplify your legal operations and grow your firm with powerful, user-friendly analytics from Law Surface.
• Attorneys and staff can track leads from first contact through to signing, and see exactly where there’s room to grow.
• Rocket Matter is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation.
• Some growing firms choose legal software that includes accounting, billing, and reports.

While other software focuses on seamless integration, CARET is designed to have all tools in its native software. By keeping everything inside CARET’s software, law firms can simplify workflows and keep information in one spot. Clio is a cloud-based software offering accounting and financial tools. Its offerings include time and expense tracking, billing, invoicing, and trust account features. It supports integrations with other Clio offerings, as well as with third-party providers for firms with more complex needs. The software is designed to integrate with other practice management systems, allowing firms to streamline their workflows.