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Trust & IOLTA bookkeeping for law firms

Your IOLTA, reconciled to the penny.
Every single month.

If a bar auditor asked you today — “whose money is in your trust account, client by client, to the penny?” — how long would it take you to answer? Our clients answer in one click. Three-way reconciliation and accurate books, every single month.

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Attorney at his desk
Three-way reconciled
Bank statement, trust ledger, and the sum of every client's balance — three independent numbers, matched to the penny, every month.
Read-only, by design
We are never a signatory and can never move a dollar. We prepare and flag; only you execute. That's your protection — and in most states, the rule.
Confidentiality-grade security
Encrypted in transit and at rest, access limited to the team on your file. Handled with the discretion your client matters demand.

The engine behind Connex Law

Our team keeps the books for more than 150 active businesses — and dedicates this entire practice to law firms.

The real problem

An unreconciled trust account is a bar complaint waiting to happen.

Most small firms handle bookkeeping the same way: the attorney does it at night, or an admin squeezes it between tasks, or a generalist bookkeeper “keeps it tidy.” Here's what that actually costs.

Your billable hours do the books
Five hours a month at a $300/hr billing rate is about $18,000 a year of revenue you never invoice — spent on data entry.
One IOLTA error costs five figures
Untangling a single compliance error typically runs $5,000-$15,000+ — before any bar proceedings. And the bar doesn't care who did the books. You're the attorney of record.
Your evenings disappear
Nights and weekends go to receipts, statements and “I'll reconcile it next month” — instead of your cases, your family, or your life.
The generalist blind spot
A generalist bookkeeper keeps tidy operating books — and has often never heard of a three-way reconciliation. Their mistake becomes your license problem, not theirs.
The Connex Law system

Your IOLTA is the whole job for us — not a side task.

Monthly discipline

Every transaction categorized, every account reconciled, every month closed on a fixed schedule — operating and trust. No backlog, no gray areas, no surprises.

A documented protocol

Your books aren't just kept — every file follows a structured bookkeeping and reconciliation process, applied the same way month after month. Accuracy and consistency, by design.

The shield report

Every month: a signed, dated three-way IOLTA reconciliation with client-by-client balances attached — plus compliance flags caught early, in plain English.

How it works

From first call to never thinking about the bar again.

1

Book Your Free Financial Review

A 20-minute discovery call, followed by a review of your financial statements and practice management software. We work with read-only access, so your funds always remain entirely under your control.

2

Get a Clear Picture of Your Books

Within days, you'll receive a written assessment of your books: what's balanced, what needs attention, and exactly how far behind you are, if at all. Yours to keep, with no obligation.

3

We Catch Up & Get You Connected

We bring your books up to date with a clear, flat-fee cleanup, then connect QuickBooks, receipt capture, and your existing practice management software — whether it's Clio, MyCase, or PracticePanther. No migrations, no unnecessary disruptions.

4

Every Month, Peace of Mind.

Reconciled trust accounts, accurate books, and compliance checks — all wrapped up in one clear monthly report. You focus on your clients. We'll take care of your books.

What changes

Concrete, measurable results within the first months.

0 %
of trust accounts reconciled three ways, to the penny, month after month
0 h
of billable time back every month — invoiced to clients instead of spent on the books
0 days
or less to catch up months of backlog
Three-way trust reconciliation, last six months
Bank statement and client ledger totals, matched to the penny.
Bank statement Client ledger total
Your peace of mind

Trust isn't declared. It's reconciled.

Your Accounts. Your Control. Always.

We work exclusively with read-only access. We never hold signing or transfer authority, and we never move your funds. Our role is to reconcile your accounts, identify discrepancies, and flag what needs your attention. You remain in complete control of every transaction. Your money stays in your hands — exactly where it belongs.

Confidentiality Your Practice Demands.

Your financial data is encrypted, access is restricted to your dedicated team, and records are securely disposed of when no longer required. Your firm's information and your clients' confidentiality are protected at every step.

Why we're different

Built by a CPA and an Attorney. Designed for Law Firms.

Your trust account isn't your money, and managing it requires more than ordinary bookkeeping. From three-way reconciliations to the strict requirements of your state bar, every detail matters. Connex Law combines accounting expertise with a firsthand understanding of the legal profession, so you can focus on practicing law while we take care of your books.

Led by a CPA. Built on Precision.

Every file follows a structured bookkeeping and reconciliation process designed for accuracy and consistency. Backed by a firm trusted by over 150 active businesses, we bring proven expertise and rigorous processes to your practice. Precision isn't just a promise — it's how we operate.

Designed with an attorney

Our processes were built alongside a practicing attorney who knows trust obligations from the inside — retainers, settlements, liens, fee transfers. We speak your language, because one of us lives it.

“Your Bar Holds You Accountable. We Take Your Books Seriously.”

Frequently asked questions

Fair questions, straight answers.

We operate exclusively with read-only access. We can review your transactions, reconcile your accounts, and flag any discrepancies, but we never have signing or transfer authority. You remain in full control of your funds and every transaction. Your accounts. Your control. Always.
Absolutely. We work with your existing software, whether it's Clio, MyCase, PracticePanther, or Smokeball, and reconcile your records with QuickBooks and your bank accounts. No complicated migrations, no new systems to learn. Simply upload your receipts, and we'll take care of the bookkeeping.
Not at all. Whether you're a few months behind or dealing with years of outstanding bookkeeping, we'll assess where things stand, identify any discrepancies, and create a clear plan to bring your books up to date. Our cleanup services are offered at a flat fee, quoted in writing upfront, so you know exactly what to expect. We'll get your books back on track and your trust accounts properly reconciled.
We serve law firms across all 50 states. Because trust accounting requirements vary by jurisdiction, we tailor our bookkeeping and reconciliation processes to your state's specific rules, including reconciliation standards and recordkeeping requirements. Wherever your practice is located, our goal is to keep your books accurate, organized, and aligned with your state's requirements.
One predictable monthly fee, tailored to your firm's size, number of trust accounts, and transaction volume. No hourly billing, no surprise invoices. After a short discovery call, we'll provide a clear, written proposal so you know exactly what to expect. Less time managing your books means more time focusing on your clients and growing your practice.
We start with a six-month commitment, billed monthly, to ensure a smooth setup and establish reliable bookkeeping processes. After three months, we review your actual transaction volume and adjust your monthly fee, up or down, if needed, with 30 days' written notice. After your initial six months, you can continue with us without a long-term commitment.
Because law firm bookkeeping isn't ordinary bookkeeping. Trust accounts, client ledgers, three-way reconciliations, and state-specific requirements demand specialized knowledge and attention to detail. At Connex, we combine accounting expertise with a firsthand understanding of the legal profession. You're not just paying someone to manage your books — you're investing in a team that understands your practice, your responsibilities, and what's at stake.
Not at all. We work alongside your existing CPA or tax preparer, keeping your books accurate, organized, and up to date throughout the year. When tax season arrives, they'll have the financial information they need, saving time and making the process smoother. We focus on bookkeeping and trust account reconciliations, while your existing professionals continue handling your tax and advisory needs.

Is Your IOLTA Balanced to the Penny? Let's Find Out.

Tell us a little about your firm, and we'll reach out within one business day to schedule a free consultation. We'll discuss your bookkeeping needs, answer your questions, and explore how Connex can support your practice.

Thank you — your request has been sent.

A member of the Connex Law team will get back to you quickly, usually within one business day. If it's urgent, you can also book a call directly.