LedgerAI connects to QuickBooks and automatically tracks your IOLTA trust accounts, client costs, Westlaw charges, and court filing fees so you never have a compliance headache again.
You spend your days protecting your clients. The last thing you want is a bar complaint because of a bookkeeping error in your trust account.
Commingling client funds with operating funds is a bar violation. Most accounting software does not understand trust accounting rules at all.
Court filing fees, process servers, expert witnesses, and deposition costs paid from your operating account need to be tracked per client, every time.
Westlaw, LexisNexis, and Fastcase charges end up in "Miscellaneous Expense" instead of the correct deductible category, costing you at tax time.
The average solo attorney spends 8 hours per month on bookkeeping tasks that a trained AI system could handle in minutes.
One-click OAuth. We sync your existing transactions immediately, including past ones.
Operating account, trust account, credit cards. PDF or CSV. LedgerAI reads every transaction automatically.
Westlaw becomes Legal Research. Court fees become Client Costs. Trust deposits stay in Trust. It learns your firm.
Clean P&L, trust account reconciliation, flagged items, and a compliance summary. Delivered daily.
LedgerAI understands trust vs. operating account rules. Client funds are flagged and kept separate automatically, with every movement logged.
Court filing fees, process servers, expert witnesses, and depositions are tagged by client so you can bill accurately and keep clean records.
Pre-trained on legal vendors: Westlaw, LexisNexis, Clio, MyCase, PracticePanther, court filing systems, and bar association payments.
Daily reconciliation of your IOLTA account against client ledgers. Discrepancies are flagged immediately, before they become compliance problems.
Run a retroactive audit on all past years. Find every miscategorized transaction and fix it in bulk before your next bar review.
Generate a clean P&L with expense breakdown that you can hand directly to your accountant or present during a bar audit.
Manage your trust account, client costs, and operating expenses without hiring a dedicated bookkeeper.
Reconcile multiple attorneys' expenses, shared vendor accounts, and firm overhead automatically each month.
Track retainers, flat fees, and client cost advances with full trust accounting compliance built in.
Handle complex trust movements, court-ordered payments, and estate administration bookkeeping effortlessly.
For solo attorneys with simple books
For growing firms with trust accounts
For accountants managing multiple firms
14-day free trial. No credit card required. Compare to a bookkeeper at $400-$800/month.
"I almost received a bar complaint because a client retainer payment landed in my operating account instead of my IOLTA. LedgerAI now flags every trust movement the moment it hits. It literally saved my license."
"Westlaw, LexisNexis, court filing fees, expert witnesses: LedgerAI knew every charge and put it in the right bucket. My CPA said my books were the cleanest she had seen from a solo practice in years."
"I was billing clients for costs I was forgetting to track. LedgerAI captures every court fee and expert cost automatically and ties it to the right matter. I recovered over $6,000 in unbilled costs in the first quarter."
Join attorneys and law firms who have already automated their books. First 100 signups get 3 months free.
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