White-label accounting for law firms, delivered on your own platform

A small firm’s operating account sees fee deposits, court filing costs, expert invoices and office rent. AI categorisation handles the recurring lines, and bank reconciliation keeps the account tied to statements. Your reviewers look closely at client cost advances so they are recorded consistently and can be billed back.

The firm console lists every law firm client with its month-end close status and review items. If an attorney forgot to send the expert’s invoice, you see a gap on the list rather than finding it when the partner asks for profitability by practice area.

• Reconcile operating accounts monthly
• Track client cost advances for rebilling
• Record partner draws and distributions
• Deliver partner reports on your letterhead

Client trust accounts carry strict rules that differ by state bar. HelloBooks helps your team keep those balances reconciled and visible, but the attorneys and your firm stay responsible for trust accounting compliance, three-way reconciliation procedures required by their jurisdiction and any bar reporting.

Because a mistake there has real consequences, many bookkeepers assign one reviewer to every trust account. The license includes unlimited staff with no per-seat charges, so a dedicated trust reviewer can sit on each engagement without changing your cost, and a second person can check that reviewer’s work.

Each law firm stays on a published HelloBooks plan, and your firm gets a firm discount on every client plan. HelloBooks bills only your firm. You set the fee for each attorney client and invoice them directly, often a flat monthly fee with trust review included.

Your firm owns the client data and can export it if a firm merges, dissolves or changes practice structure. Founding firms are being accepted now for bookkeepers who want legal clients on a platform bearing their own brand rather than a vendor’s.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.