Lawyers
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Intelligent Bookkeeping for Legal & Law Firms
Time is money in the legal field and compliance is not optional. HelloBooks provides personalized bookkeeping services for lawyers, solo practitioners, and law firms that allow you to monitor billable hours, handle trust accounts, and be audit-ready without the paperwork headache.
Financial Clarity for Law Professionals
Whether you're billing retainers, client trust accounts (IOLTA), or hourly, HelloBooks keeps your books in order and compliant.
You concentrate on your clients and cases—leave the numbers to us behind the scenes with automatic accounting and real-time reporting.
Our Law Firm Accounting Services
- Trust Accounting (IOLTA) Compliance
- Matter-Based Income & Expense Tracking
- Retainer & Invoice Automation
- Real-Time Reporting for Client Settlements
- Payroll for Staff & Associates
- Legal Case Management Tool Integration
We assist in bringing everything on-site purchases to vendor invoices into a single simple-to-manage financial system. Regardless of 2 locations or 200, HelloBooks grows with your franchise business.
View What We Can Offer
Bookkeeping designed for the courtroom
The right people view the right information, each and every time—by case, client, or department.
User Chat Support
24/7 Accounting Support for Legal Professionals
Retainer & Settlement Tracking
Automatically track and categorize client retainers and payments
Compliance-Ready Reports
Quickly produce reports for audits, tax filing, and trust reconciliation
Stay Compliant. Stay Profitable. Stay Focused.
Smart Accounting Designed for Legal Workflows
Your legal acumen is worth it—don't spend time on spreadsheets. HelloBooks makes financial management easy so you can confidently manage:
- Case-specific disbursements and reimbursements
- Time tracking and hourly billing synchronization
- Settlement handling and trust compliance
- Financial performance by practice area or partner
- Audit-ready trust account reconciliation
- Secure storage of financial documents
From solo lawyers to big law firms, HelloBooks keeps your books in line ethically and effectively.
Our Testimonial
Featured Review
"HelloBooks is a game-changer for our legal practice."
As a managing partner, managing case costs, client retainers, and trust accounts was getting out of control. HelloBooks simplified everything—from billing to compliance—while freeing up our staff hours a week. Now, we work more on client service and less on admin.
Meera T.
Managing Partner, Equity Legal LLP
Welcome to HelloBookkeeping
Automated Bookeeping - Powered By AI
At HelloBookkeeping, we’re simplifying the way you manage your business finances. With our intelligent AI technology, we automate bookkeeping tasks, track expenses, and provide real-time financial insights, all in one user-friendly platform.