Accounting that lives inside your practice software.
Double-entry accounting designed into LegalEdge: general ledger, chart of accounts, AP and AR, bank reconciliation, and financial reports. Built to remove the recurring sync tax between practice management and a separate accounting tool.
Accounting designed for how law firms actually run money
Most practice management tools bolt on a third-party integration and call it accounting. LegalEdge is being built around a real ledger, designed against the specific patterns of legal practice.
Double-entry accounting
A real general ledger with a configurable chart of accounts, journal entries, and full audit trails. Designed to satisfy your CPA, not just track cash.
Bank reconciliation
Connect bank feeds, auto-match transactions, and reconcile from inside the workflow. Discrepancies are designed to surface as they happen.
Financial reports on demand
P&L, Balance Sheet, Cash Flow, Aged Receivables, and more. Designed to be filterable by date range, matter, attorney, or practice area.
Matter-level profitability
Track revenue, costs, and effective rates at the matter level so pricing, staffing, and client selection are designed to be data-informed decisions.
What the accounting module is designed to do
Live product screenshots will be added once the accounting surface area is ready to share publicly.
General ledger and chart of accounts
Start with a law-firm-specific chart of accounts or bring your own. Time entries, invoices, payments, expenses, and trust movements are designed to post to the general ledger automatically.
- Pre-configured legal chart of accounts
- Automatic journal entries from billing events
- Adjusting entries and year-end close support
Accounts payable and receivable
Track money owed to your firm and money your firm owes. Aged receivables reports surface who is overdue, and AP tracking is designed so vendor payments and filing fees do not slip through.
- Aged AR reports by client, matter, or attorney
- Vendor bill tracking and payment scheduling
- Automated collection reminders and escalation
Bank reconciliation made simple
Connect operating and trust bank accounts with secure bank feeds. LegalEdge is designed to auto-match transactions, surface discrepancies, and produce reconciliation reports for auditors and CPAs.
- Secure bank feed connections via Plaid
- Transaction matching with confidence scores
- Printable reconciliation reports for audits
Financial reports on demand
Generate a P&L statement, Balance Sheet, or Cash Flow report on demand. Filter by date range, practice area, attorney, office, or matter type. Export to PDF or Excel, or schedule reports for delivery.
- P&L, Balance Sheet, and Cash Flow statements
- Custom date ranges with comparative periods
- Scheduled reports delivered to your inbox
- Export to PDF, Excel, or CSV
Matter-level profitability analysis
Track revenue, costs, and effective hourly rates at the matter level so pricing, staffing, and client selection are designed as data-informed decisions.
- Revenue versus cost breakdown per matter
- Effective hourly rate tracking across attorneys
- Practice area and client profitability dashboards
Designed to remove the sync headaches
With accounting designed into the platform, time entries, invoices, payments, and trust transactions are designed to post to the books without a separate sync step. No middleware, no recurring sync errors.
Already on QuickBooks or Xero? Existing data can be imported during migration, and the third-party subscription can be cancelled when LegalEdge goes live.
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