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
From $59 / mo
Founded
2013
Team size
2-10 employees
Headquarters
Raleigh, NC
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
Free trial
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.
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)
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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TrustBooks
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