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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Your responsibilities are both challenging and varied, as you are frequently approached for legal counsel on issues ranging from employment and intellectual property to commercial disputes. In addition to achieving strategic goals, you are tasked with managing and alleviating risks for your organization, enhancing the productivity of your department, and minimizing external legal expenses. The exclusive content available is crafted by seasoned attorneys who possess extensive experience and in-depth knowledge of their fields. You maintain complete oversight of your legal tasks and timelines, whether you choose to handle them internally or seek assistance from outside counsel. By providing your team with a virtual extension, you can gain access to comprehensive guidance in unfamiliar legal areas whenever necessary, presented in user-friendly formats. Practical Law offers continually refreshed web-based resources curated by over 600 full-time attorney-editors worldwide, who deliver valuable insights into specialized practice areas and a broad range of industries. This ensures that you stay informed about the latest developments and best practices in the legal landscape.

Description

Streamlined workflows tailored for law firms ensure you have a clear understanding of your tasks. With seamless integrations to the top legal technology platforms, you can conserve time and resources while managing your practice. This software is specifically crafted for attorneys, enabling you to efficiently handle all your firm's accounting requirements. Eliminate the hassle of duplicate data entry through integrations with online banking and legal software. You can transfer funds from your trust account to your operating account with ease. The automatic Three-Way Reconciliations help you maintain compliance with state bar regulations regarding your trust account. Client ledgers are updated automatically when transactions are recorded in your trust account, enhancing accuracy. The system includes built-in safeguards, such as preventing negative client balances, to ensure you adhere to state bar rules. Additionally, each reconciliation generates Three-Way Trust Reconciliations automatically, making compliance management even more straightforward. This approach not only simplifies your financial processes but also provides peace of mind knowing that all regulatory requirements are being met effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

DocsCorp Yes 
ECFX Notice Yes 
Longview Tax Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
SmartAdvocate Yes 
Uptime Legal Yes 
iTimekeep Yes 

Integrations

DocsCorp No 
ECFX Notice No 
Longview Tax No 
Microsoft Excel No 
Microsoft Outlook No 
SmartAdvocate No 
Uptime Legal No 
iTimekeep No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$49 per month
Tier One: $49 per month
Tier Two: $69 per month
Tier Three: $199 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
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) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Thomson Reuters Elite

Website

www.elite.com

Vendor Details

Company Name

TrustBooks

Founded

2014

Country

United States

Website

trustbooks.com

Product Features

Law Practice Management

Billing & Invoicing Yes 
CRM Yes 
Calendar Management Yes 
Client Portal No 
Conflict Management Yes 
Contract Management Yes 
Document Management Yes 
Email Management No 
Legal Case Management Yes 
Task Management No 
Time Tracking Yes 
Trust Accounting Yes 

Product Features

Trust Accounting

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

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