Financial Management for Law Firms

Every hour billed, every retainer tracked, every cost recovered

Client trust accounting, matter-level profitability and fee reconciliation. Legal financial management is a specialty — not a side task.

Legal Specialists
Trust Accounting
Matter P&L

Realization Rate

92%

Trust Reconciliation

100%

Billing Cycle

5 days

INTEGRATIONS WITH LEGAL ERPS

Projuris
ADVBOX
Justice
CRM
Diagnosis

Financial Pain Points in Legal Practices

Law firms face unique financial challenges that generic solutions don't address.

Manual time tracking

Lawyers forget to log hours. Billable time leaks away. Every 30 minutes lost = thousands in unbilled revenue monthly.

Trust accounting complexity

Client funds held in trust require separate accounting. Commingling funds or misreporting can trigger bar association sanctions.

Contingency fee tracking

Tracking costs advanced, settlements received and fee calculations across multiple contingency matters is administratively heavy.

Disbursement recovery

Costs advanced on behalf of clients (filing fees, expert witnesses) are frequently not tracked or recovered systematically.

Partner P&L distribution

Determining partner compensation based on originations, billings and collections requires accurate per-matter reporting.

Slow billing cycles

Monthly billing takes days of administrative work. Delayed billing means delayed collections and cash flow impact.

<span class="font-semibold">Trust-compliant accounting and per-matter profitability</span> — the financial standard for modern law firms.

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Security and Compliance

Legal-Grade Security and Ethics

Law firms require the highest standards of financial ethics and data protection.

Client Confidentiality

Attorney-client privilege extends to financial data. All information processed with strict confidentiality controls.

Trust Account Segregation

Client funds held in trust are accounted separately with zero commingling. Full compliance with bar association rules.

Ethical Compliance

Financial processes aligned with bar association requirements for trust accounting, fee disclosure and client fund management.

Audit-Ready Records

Complete transaction history for all client accounts. Ready for internal or bar association audit at any time.

FAQ

Common questions about financial management for law firms.

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Loki — AI Financial Automation

AI financial automation and a bilingual specialist team that run your Brazilian finance operation end-to-end — fully compliant, fully visible.

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