Trust
Security & compliance
The vendor hasn’t added security or compliance details yet.
Trust accounting software for law firms providing compliance and simple reconciliation workflows.
Pricing
$59+ / month
Founded
2013
Team size
2-10 employees
Headquarters
Raleigh, NC
Product Preview
Preview from trustbooks.com
At a glance
Best for
Solo / freelancer, Startup (1-50), Small business (51-200)
Pricing model
Tiered plans
Try before you buy
Integrates with
PracticePantherClioLawPayBank accounts
About TrustBooks
TrustBooks is cloud accounting and trust-accounting software built specifically for law firms. It automates IOLTA/trust account management with client ledgers and three-way reconciliations to keep firms compliant with state-bar rules, and higher tiers add full firm bookkeeping and bank reconciliation. It is aimed at solo attorneys through mid-market law firms that need bar-compliant trust accounting.
Pricing
$59+ / monthTiered plans
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Tiered plans
Free trial: Yes
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Solo / freelancerStartup (1-50)Small business (51-200)
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
TrustBooks
TrustBooks doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
Want a negotiated price? Request a quote for TrustBooks and Cubbie routes it to the vendor and our procurement team.
