{"id":6350,"date":"2020-03-17T18:59:06","date_gmt":"2020-03-17T16:59:06","guid":{"rendered":"https:\/\/www.amberlo.io\/?page_id=6350"},"modified":"2024-03-19T19:54:35","modified_gmt":"2024-03-19T17:54:35","slug":"legal-trust-accounting","status":"publish","type":"page","link":"https:\/\/www.amberlo.io\/features\/legal-trust-accounting\/","title":{"rendered":"Trust Accounting"},"content":{"rendered":"\n
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Amberlo<\/a><\/span> > Features<\/a><\/span> > Trust Accounting<\/span><\/span><\/div>\n\n\n

Trust Accounting<\/h1>\n\n\n\n

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.<\/p>\n\n\n\n

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Free trial<\/a><\/div>\n\n\n\n
Request a demo \u2192<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n
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Simplify your law firm accounting<\/h2>\n\n\n\n

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, and there is no chance of errors re-entering the data as well.<\/p>\n\n\n\n

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Request a demo \u2192<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n
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Track your trust account balances<\/h2>\n\n\n\n

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 for the related client or matter.<\/p>\n\n\n\n

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Request a demo \u2192<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n
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One platform. Endless possibilities.<\/strong><\/p>\n\n\n\n

Law firms achieve more with Amberlo<\/h2>\n\n\n\n

Managing a law firm’s 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.<\/p>\n<\/div>\n\n\n\n

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\n \n<\/svg> Contact Management<\/span> <\/dt>

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

Learn more \u2192<\/span><\/a> <\/p> <\/dd> <\/div>\n\n\n\n

\n \n<\/svg> Matter Management<\/span> <\/dt>

Matter-related information in one place – a bird\u2019s eye view of all the constituent elements of a matter, along with smart stats to keep you abreast of vital information.<\/p>

Learn more \u2192<\/span><\/a> <\/p> <\/dd> <\/div>\n\n\n\n

\n \n<\/svg> Legal Calendaring<\/span> <\/dt>

Stay current on all matters, 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.<\/p>

Learn more \u2192<\/span><\/a> <\/p> <\/dd> <\/div>\n\n\n\n

\n \n<\/svg> Time & Expense Tracking<\/span> <\/dt>

Capture time and track expenses from anywhere, at any time. Easily mark time entries as billable or non-billable to get clarity on where your time and money are going.<\/p>

Learn more \u2192<\/span><\/a> <\/p> <\/dd> <\/div>\n\n\n\n

\n \n<\/svg> Legal Billing<\/span> <\/dt>

Whole billing workflow – from accurate time recording to customizable bills. Create & approve bills, automatically apply discounts, and send bills via email right from Amberlo.<\/p>

Learn more \u2192<\/span><\/a> <\/p> <\/dd> <\/div>\n\n\n\n

\n \n<\/svg> Emails<\/span> <\/dt>

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.<\/p>

Learn more \u2192<\/span><\/a> <\/p> <\/dd> <\/div>\n\n\n\n

\n \n<\/svg> Documents<\/span> <\/dt>

Store, edit, and sync all your law firm’s documents. Upload a template and automatically fill in contact and matter details so you can save time and eliminate errors from inaccurate drafting.<\/p>

Learn more \u2192<\/span><\/a> <\/p> <\/dd> <\/div>\n\n\n\n

\n \n<\/svg> Reporting<\/span> <\/dt>

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.<\/p>

Learn more \u2192<\/span><\/a> <\/p> <\/dd> <\/div>\n<\/dl>\n<\/div>\n<\/div>\n<\/section>\n\n\n\n

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All information in one place<\/strong><\/p>\n\n\n\n

Join the thousands of satisfied law firms using Amberlo<\/h2>\n\n\n\n

Registration takes only a few minutes. No credit card required. Cancel anytime.<\/p>\n\n\n\n

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Try Amberlo for Free<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":7,"featured_media":0,"parent":800,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"content-type":"","footnotes":""},"yoast_head":"Trust Accounting | Amberlo - Law Practice Management Software<\/title>\n<meta name=\"description\" content=\"Trust accounting software for attorneys manages both your trust and operating accounts and helps law firms get more done in less time.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.amberlo.io\/features\/legal-trust-accounting\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Trust Accounting\" \/>\n<meta property=\"og:description\" content=\"Trust accounting software for attorneys manages both your trust and operating accounts and helps law firms get more done in less time.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.amberlo.io\/features\/legal-trust-accounting\/\" \/>\n<meta property=\"og:site_name\" content=\"Amberlo - Legal Software\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/amberloapp\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-03-19T17:54:35+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.amberlo.io\/wp-content\/uploads\/2023\/09\/simplify_your_law_firm_accounting.webp\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@Amberloapp\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.amberlo.io\/features\/legal-trust-accounting\/\",\"url\":\"https:\/\/www.amberlo.io\/features\/legal-trust-accounting\/\",\"name\":\"Trust Accounting | Amberlo - Law Practice Management Software\",\"isPartOf\":{\"@id\":\"https:\/\/www.amberlo.io\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.amberlo.io\/features\/legal-trust-accounting\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.amberlo.io\/features\/legal-trust-accounting\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.amberlo.io\/wp-content\/uploads\/2023\/09\/simplify_your_law_firm_accounting.webp\",\"datePublished\":\"2020-03-17T16:59:06+00:00\",\"dateModified\":\"2024-03-19T17:54:35+00:00\",\"description\":\"Trust accounting software for attorneys manages both your trust and operating accounts and helps law firms get more done in less time.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.amberlo.io\/features\/legal-trust-accounting\/#breadcrumb\"},\"inLanguage\":\"en\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.amberlo.io\/features\/legal-trust-accounting\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en\",\"@id\":\"https:\/\/www.amberlo.io\/features\/legal-trust-accounting\/#primaryimage\",\"url\":\"https:\/\/www.amberlo.io\/wp-content\/uploads\/2023\/09\/simplify_your_law_firm_accounting.webp\",\"contentUrl\":\"https:\/\/www.amberlo.io\/wp-content\/uploads\/2023\/09\/simplify_your_law_firm_accounting.webp\",\"width\":1001,\"height\":834},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.amberlo.io\/features\/legal-trust-accounting\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Amberlo\",\"item\":\"https:\/\/www.amberlo.io\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Features\",\"item\":\"https:\/\/www.amberlo.io\/features\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Trust Accounting\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.amberlo.io\/#website\",\"url\":\"https:\/\/www.amberlo.io\/\",\"name\":\"Amberlo - Legal Software\",\"description\":\"Amberlo can make your law firm more efficient. 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