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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

For over 25 years, Brief Accounting has been the premier billing solution for legal professionals using Mac systems. Known for its exceptional software offerings and superior technical assistance, Brief Legal Software has built a solid reputation in the industry. Whether you are operating as a solo lawyer, managing a large practice, or fall somewhere in the middle, Brief Accounting is the ideal billing and accounting solution tailored to meet your needs. The system is structured around three main components: Billing, Trust Accounting, and Office Accounting, all of which are distinct yet seamlessly integrated to minimize data entry duplication and decrease the likelihood of mistakes. While these components work together harmoniously, they can also be acquired individually, allowing you to select only the modules that suit your specific requirements. Brief Billing encompasses a comprehensive range of functionalities, from entering time slips to generating prebills, modifying entries, finalizing invoices, and monitoring your accounts receivable effectively. Additionally, the user-friendly interface ensures that even those new to accounting can navigate the software with ease.

Description

Innovest's premier offering, InnoTrust, revolutionizes the way trust companies, banks, private banks, retirement plan administrators, and other entities manage their accounting and reporting obligations for assets in trust, wealth, and retirement accounts. Our service is designed with web services and API capabilities, ensuring effortless integration with third-party software and internal programs, while providing user-friendly navigation for easy access to customer data. InnoTrust boasts an extensive array of portfolio management features, such as rebalancing, trade blotters, trade order management, and comprehensive performance reporting. Additionally, we deliver full principal, income, and tax lot accounting services, complete with cost basis tracking and a robust Tax Reporting feature that generates crucial documents like 1099s, 5498s, and tax worksheets automatically. Our platform also includes tools for exception tracking, customizable question and answer segments, and follow-up tickler tracking to streamline user operations and enhance efficiency. Ultimately, InnoTrust empowers financial institutions to maintain control and transparency over their trust and retirement account management processes.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Brief Legal Software

Country

Canada

Website

www.brieflegal.com

Vendor Details

Company Name

Innovest Systems

Founded

2000

Country

United States

Website

www.innovestsystems.com/innotrust/

Product Features

Legal Billing

Accounting Management Yes 
Automatic Billing No 
Calendar Management Yes 
Case Management No 
Client Portal Yes 
Document Management No 
Expense Tracking No 
Time Tracking Yes 

Trust Accounting

Accrual Accounting No 
Activity Tracking Yes 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting Yes 
Receipt Management Yes 
Tax Management Yes 

Product Features

Trust Accounting

Accrual Accounting No 
Activity Tracking No 
Asset Gain & Loss Reporting Yes 
Check Writing No 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting Yes 
Receipt Management No 
Tax Management Yes 

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