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TrustBooks

TrustBooks software is a user-friendly accounting tool specifically crafted for legal firms. It focuses on monitoring activities at the client level while facil...

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TrustBooks software is a user-friendly accounting tool specifically crafted for legal firms. It focuses on monitoring activities at the client level while facil...

Watch Demo Get Pricing
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Product Overview

TrustBooks software is a user-friendly accounting tool specifically crafted for legal firms. It focuses on monitoring activities at the client level while facilitating smooth compliance with trust accounting regulations. Although uploading the General Ledger report for replication can be challenging, its straightforward processes are designed to save time and enhance efficiency.

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Product Details

What Is TrustBooks?

TrustBooks is an innovative cloud-based accounting solution specifically designed for law firms. It has helped many legal practices streamline their accounting tasks, effectively replacing the tedious and time-consuming elements of conventional legal accounting. With its intuitive interface, law firms can efficiently manage their trust accounts. The software offers features such as user-friendly workflows and automated Three-Way Reconciliations to ensure compliance with state bar regulations.

How Much Does TrustBooks Cost?

The pricing for TrustBooks begins at $59 per month, featuring three distinct tiers for users, all of which come with a 14-day free trial.

  • Trust Accounting: $59/month

  • Firm & Trust Accounting: $79/month

  • Bank Reconciliation Services: $249/month

We are ready to negotiate a TrustBooks quote that meets your satisfaction.

TrustBooks Integrations

TrustBooks offers integrations with third-party services like LawPay and Clio. Users can arrange a demo to explore more about these integrations.

Who Is TrustBooks For?

This software is ideal for legal service professionals, including:

  • Law firms

  • Attorneys

  • Small and solo law practices

Is TrustBooks Right For You?

TrustBooks is part of Paradigm, a company dedicated to providing legal software solutions that assist lawyers in managing, automating, and growing their practices. Additionally, it enables comprehensive tracking of client-level activities to improve insights into transactions and account balances.

If you're still trying to understand how TrustBooks works, feel free to reach out to us at info@softwareseekers.com. Our expert team is here to help with any questions you may have.

Legal Software Features

✘ dashboard
✘ invoicing
✘ redaction
✘ reporting
✘ automation
✘ dashboards
✘ ediscovery
✘ esignature
✘ mobile app
✘ mobile crm
✘ purchasing
✘ e signature
✘ integration
✘ audit trails
✘ file sharing
✘ sales orders
✘ telemedicine
✘ client portal
✘ clio software
✘ collaboration
✘ mobile access
✘ time tracking
✘ learner portal
✘ sales tracking
✘ tax management
✘ case management
✘ lead management
✘ online payments
✘ rent collection
✘ task management
✘ asset management
✘ customer support
✔ expense tracking
✘ lease management
✘ legal accounting
✘ maintenance logs
✘ order fulfilment
✘ order management
✘ sales automation
✘ trust accounting
✘ activity tracking
✘ billing invoicing
✘ budget management
✘ claims management
✘ client management
✘ context awareness
✘ data importexport
✘ document analyzer
✘ email integration
✘ project templates
✘ safety management
✘ sales forecasting
✘ tenant management
✘ vendor management
✘ activity dashboard
✘ applicant tracking
✘ contact management
✘ content scheduling
✘ content versioning
✘ data visualization
✘ demand forecasting
✘ invoice management
✘ meeting scheduling
✘ payroll processing
✘ project management
✘ project scheduling
✘ returns management
✘ visual recognition
✘ ai powered insights
✘ alertsnotifications
✘ attendance tracking
✘ bank reconciliation
✘ collaboration tools
✘ compliance security
✘ compliance tracking
✘ document automation
✘ document management
✘ employee management
✘ employee onboarding
✘ facility management
✘ financial reporting
✘ incident management
✘ property accounting
✘ reporting analytics
✘ resource allocation
✘ template management
✘ training management
✘ workflow automation
✘ workflow management
✘ client communication
✘ financial management
✘ inventory management
✘ maintenance requests
✘ merchandise transfer
✘ patient demographics
✘ performance tracking
✘ smart data discovery
✘ warehouse management
✘ asynchronous learning
✘ billing and invoicing
✘ bot design deployment
✘ business intelligence
✘ client management crm
✘ customer segmentation
✘ ecommerce integration
✘ inspection management
✘ litigation management
✘ role based permission
✘ work order management
✘ customizable templates
✘ customizable workflows
✘ e commerce integration
✘ facilities maintenance
✘ legal billing software
✘ legal spend management
✘ multi currency support
✘ multi language support
✘ opportunity management
✘ performance management
✘ procurement management
✘ reporting and analytic
✘ supply chain analytics
✘ user activity tracking
✘ analytics and reporting
✘ benefits administration
✘ certification licensing
✘ compensation management
✘ compliance and security
✘ customer servicesupport
✘ customizable dashboards
✘ mobile access web based
✘ predictive capabilities
✘ reporting and analytics
✘ self service dashboards
✘ supply chain management
✘ alerts and notifications
✘ business intelligence bi
✘ case management software
✘ deal pipeline management
✘ e signature capabilities
✘ logistics transportation
✘ manufacturing management
✘ media library management
✘ multi channel publishing
✘ social media integration
✘ training and development
✘ bot design and deployment
✘ budgeting and forecasting
✘ customizable formsreports
✘ legal workflow automation
✘ natural language dialogue
✘ sales pipeline management
✘ trust accounting software
✘ access controlspermissions
✘ human resources management
✘ legal research integration
✘ account and case management
✘ compliance security feature
✘ customer contact management
✘ document automationassembly
✘ attendance and time tracking
✘ compliance security features
✘ court calendaring scheduling
✘ document automation assembly
✘ employee self service portal
✘ task and activity management
✘ text to speech speech to text
✘ ai facilitated legal solutions
✘ compliance and risk management
✘ customizable forms and reports
✘ human resources management hrm
✘ sales and marketing automation
✘ compliance and security feature
✘ customer communication tracking
✘ employee information management
✘ appointment managementscheduling
✘ compliance and security features
✘ court calendaring and scheduling
✘ customer relationship management
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ supplier relationship management
✘ integration with third party apps
✘ text to speech and speech to text
✘ client relationship management crm
✘ integration with third party tools
✘ legal document management software
✘ recruitment and applicant tracking
✘ reporting and analytics dashboards
✘ legal knowledge management software
✘ customer relationship management crm
✘ entity extraction with text analytics
✘ legal calendaring and docketing software
✘ content creation and editing tools wysiwyg
✘ anomaly detection and predictive maintenance
✘ client portal ediscovery portal for defense attorneys

Pros

  • ✔ Provides an interactive interface
  • ✔ Easy to create reports
  • ✔ Easy-to-use processes help save time
  • ✔ Offers efficient trust account handling and a straightforward grasp

Cons

  • ✘ Uploading the general ledger report for duplication is challenging
  • ✘ Requires a broader range of check printing template options

Price

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Custom

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

TrustBooks does not provide API access.

TrustBooks supports the English language only.

TrustBook integrates with LawPay and Clio. Watch the TrustBooks demo to learn more about its integration options.

TrustBooks does not offer mobile device support but is accessible through web browsers.

TrustBooks pricing comprises three tiers, ranging from $59 to $249/month. Users can request a custom quote for a detailed cost analysis.

TrustBooks serves legal service professionals such as law firms, attorneys, and small or solo law practices.

TrustBooks provides support through Email/Help Desk, Chat, and FAQs/Forum.