Matter management
Manage matters, tasks, workflows, deadlines, clients and day-to-day legal work in one place.
Explore matter managementLaw firms running on LawAccounting
Most firms run their cases and their books in two separate systems
Four things break when case management and accounting sit apart.
Work gets entered twice
Time and expenses captured in the case system have to be rekeyed into accounting before a bill can go out.
Trust accounting needs more than a general ledger
Client funds, IOLTA accounts and matter ledgers have to stay accurate, and generic accounting tools don't know the rules.
Reconciliation stays manual
Your bank balance, general ledger and client ledgers all have to match, and when they don't someone finds the difference by hand.
Matter-level numbers are hard to get
Firm-wide totals won't tell you profitability, WIP or realization on a single matter.
What your firm can manage in one system
Legal work, documents, money and reporting run on the same records, so your team isn't moving information between tools.
Legal accounting
Manage trust accounts, client ledgers, billing, banking, reconciliation, expenses and financial reporting with accounting built for law firms.
Explore legal accountingDocument management
Keep legal documents organized, searchable, secure and connected to the matters where they belong.
Explore document managementLegal billing and payments
Manage billing, collections, online payments and payment processing without moving between systems.
Explore billing and paymentsReporting and financial visibility
See firm financials, matter profitability, attorney performance, WIP and realization in one place.
Explore reportingAI-assisted workflows
Use AI to support reconciliation, identify unusual financial activity, search documents and reduce repetitive work.
Explore AI in the platformFour products on one platform
Each product runs on its own. Firms usually start with one and add the rest as they need them.
LawAccounting
Double-entry accounting for law firms, covering trust and IOLTA, billing, banking, expenses, AP and financial reporting.
Explore LawAccountingCloudDoc
Document management with OCR, template-driven generation, e-signature and secure sharing.
Explore CloudDocMaahi
Payments for law firms, covering card and ACH collection, invoicing and transaction tracking.
Explore MaahiOne platform, one set of records
Most firms buy case management from one vendor and accounting from another, then spend the next year keeping them in sync. We build both.
One data model
A matter opened at intake is the same matter your controller sees in the ledger. No sync jobs, no mapping tables, no month spent reconciling two systems against each other.
One vendor
Support, implementation and the product roadmap come from one company. When something breaks between billing and accounting, there's no argument about whose problem it is.
Adopt what you need
Start with accounting, start with case management, or take the whole platform. The rest connects when you're ready for it.
Built on Salesforce
Reporting, permissions, workflow and audit trails come from Salesforce rather than from four different vendors' interpretations of them.
Where AI is used
AI matches bank transactions to ledger entries, flags unusual AR and AP activity, and answers financial questions in plain English. CaseQube uses it to catch time entries that were never recorded, and CloudDoc uses it to read and tag documents.
AI output in this platform is a suggestion, not a decision. Every AI-assisted entry goes through the same review, approval and audit trail as anything entered by hand, and your team makes the final call.
Built for different legal practices
Practice areas differ in how they bill, what they file and how much volume they carry. Here is where the software fits.
| Practice area | How the software supports your firm |
|---|---|
| Personal injury | Contingency billing, case expenses, settlement splits and lien tracking stay tied to the matter. |
| Insurance defense | UTBMS task codes and LEDES e-billing for panel and carrier requirements. |
| Mass tort | High matter volume with shared expenses, client funds and reporting across related cases. |
| Workers' compensation | Case costs, collections and matter profitability tracked across long-running claims. |
| Bankruptcy | Matters, filings, client funds and billing organized case by case. |
| Immigration | Repeatable intake and document workflows across high application volume. |
| Criminal defense | Flat-fee and retainer billing with client funds held in trust. |
| Family law | Retainer replenishment, trust balances and matter-level billing. |
What law firms are saying
“CaseQube has completely transformed how we operate. The AI-driven document management features are not only intelligent but intuitive, saving my team hours every week.”
Anna Shapiro
Managing Partner, Shapiro Law Firm
“The immigration workflow in CaseQube is exactly what our firm needed, smart, efficient, and built for how immigration practices actually work.”
Howard Greenberg
Immigration Attorney
“I can't say enough about the software and the Law Accounting team. The software is fantastic and fully customizable.”
Brian Belt
Law Firm Principal, Acevedo Law
Security, support and getting started
SOC 2 certified
An independent auditor evaluated our controls against the AICPA Trust Services Criteria over a sustained period, rather than at a single point in time. The report is available to firms and their clients under NDA as part of procurement and security reviews.
Security by design
Encryption in transit and at rest, least-privilege access and ongoing monitoring protect financial and client information.
Support
Standard support runs 8am to 5pm EST. Premium support adds a dedicated account executive available until 8pm EST.
Migration and training
Move from QuickBooks or another legacy system with support through planning, data transfer and go-live. Training is included in the migration scope or with premium support.
Frequently asked questions
Everything you need to know about switching your law firm to LawAccounting.
Software that runs a law firm's day to day work: matters, documents, time, billing and the firm's accounting. Some platforms cover only case management and connect to a separate accounting tool. Others, like this one, include the accounting system itself.
Yes. LawAccounting is a full double-entry general ledger with a legal chart of accounts, trust accounting, AP, AR and financial statements, so QuickBooks isn't running alongside it.
No. Each product runs on its own. Firms commonly start with accounting or case management and add the rest later.
Yes. Segregated client and matter trust ledgers, three-way reconciliation, trust-to-operating transfers with an approval trail, and state bar trust reporting.
Yes. Accounting runs across multiple entities and offices with consolidation.
Yes. The platform runs on Salesforce, which is where permissions, workflow and audit trails come from.
Watch & Learn
Don't Take Our Word For It
Product walkthroughs, client success stories, and live demos — see exactly what LawAccounting looks like in action.
LawAccounting Overview
See how LawAccounting streamlines legal accounting and practice management.
WH Law Use Case
Learn how WH Law transformed their operations with our platform.
Shapiro Law Firm Experience
Hear from Shapiro Law Firm about their experience with LawAccounting.