Trust Accounting

Simplify Your Law Firm Accounting

Easily manage your trust and operating account balances for every client and matter. The easy-to-use dashboard offers a convenient view of all current trust account balances. Moreover, you can quickly convert accepted estimates into invoices with a click of a button. Save another 20 minutes of your day without having to re-check your estimates to match your actual invoice, no chances are left for errors re-entering the data as well.
Trust Accounting For Law Firms
Track Your Trust Account Balances

Track Your Trust Account Balances

Effortlessly create trust and operating accounts as required by legal industry regulators. See all transactions connected to a matter or client, and whether they are trust or operating account transactions. When handling different matters for a client, transfer funds between matter trust accounts, if necessary. With Amberlo, you can manage all trust accounts in one place, or work on them separately within the related client or matter.
All in one

Law Professionals achieve more with Amberlo

Work smarter with Amberlo. Plan and coordinate your teamwork, manage your clients, matters and related information including emails, documents, tasks, time sheets, invoices and payments - all in one place.
Contacts
Full-featured CRM module
Matters
Matter related information in one place
Legal Calendaring
Stay current on all case events and deadlines. Manage your firm's case, staff, and client events with ease
Time & Expense Tracking
Capture time and track expenses from anywhere, at any time
Legal Billing
Full billing workflow - from accurate time recording to customizable invoices
Emails
Write, Review and Organize Emails. With integrated time tracking capture every activity
Documents
Store, edit, and sync all your documents
Reporting
Track your performance with integrated analytics

Join The Thousands Of Satisfied Law Firms Using Amberlo

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