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.
One Platform. Endless Possibilities.

Law Firms achieve more with Amberlo

Managing a law firm data requires synchronicity of complex working processes. Amberlo enables you to manage matters, clients, and related information including emails, documents, tasks, timesheets, invoices, and payments - all in one place. It makes it easy for lawyers to collaborate on one case and share different pieces of information in a simple way.

Full-featured CRM module. Keep track of all your contact details like name, number, address, email, notes, tasks, events, invoices, payments, and more.

Matter related information in one place - a bird’s eye view of all the constituent elements of a matter along with smart stats to keep you abreast of vital information.

Stay current on all matter events and deadlines. Once you create an event in the calendar, see that specific matter and access the entire client file from any calendar event.

Capture time and track expenses from anywhere, at any time. Easily mark time entries as billable or non-billable to get a clarity on where your time and money is going.

Full billing workflow - from accurate time recording to customizable bills. Create & approve bills, automatically apply discounts, and send bills via email right from Amberlo.

Write, Review and Organize Emails. With integrated time tracking capture all your time working on emails. Every matter-related email is quickly accessible within that matter record.

Store, edit, and sync all your law firm's documents. Upload a template and automatically fill in contact and matter details so you could save time and eliminate errors from inaccurate drafting.

Easily track your performance with integrated analytics. See how many hours your firm has captured and billed in an easy-to-understand visual dashboard. Identify opportunities to adjust workflows and better allocate resources.

Join The Thousands Of Satisfied Law Firms Using Amberlo

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