Per-matter trust balances
Every dollar in trust is tied to a specific client and matter. No commingling, no guessing.
Three-way reconciliation
Bank statement, trust ledger, and client ledgers reconciled at the click of a button.
Audit-ready reports
Generate the reports you need for bar audits, year-end, or a new bookkeeper at any time.
Core capabilities
IOLTA support
Designed around Texas IOLTA program requirements.
Retainer draws
Move earned funds from trust to operating with a clear paper trail.
Reconciliation
Three-way reconciliation against bank statements and client ledgers.
Audit reports
Per-matter ledgers, trust journal, and reconciliation history exportable to PDF/CSV.
Replenishment alerts
Notify clients automatically when a trust balance dips below threshold.
Role separation
Bookkeepers can reconcile without seeing privileged matter content.
Who it's built for
- Solos managing their own IOLTA
- Small firms without a dedicated bookkeeper
- Firms preparing for a bar audit
- Practices with high retainer volume
Frequently asked questions
Does this replace my accountant?
No. It gives your accountant clean, reconciled trust data so they can do their job faster.
Can I use this with my existing operating account?
Yes. Lawmox tracks trust separately from your operating books and integrates cleanly with QuickBooks.
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