Account Legal is online trust accounting software for lawyers and other professionals who manage escrow accounts. It provides statements for monthly reconciliation and individual balance reports for quarterly reconciliation. Users can choose report date ranges, edit reports, and create printable PDF statements. Selecting a client displays that client’s ledger and current balance, which can be checked before writing a check. The software prints withdrawal checks on pre-printed checks purchased from a bank, including the date, amount, payee, memo, amount in words, and ledger. It can also print deposit receipts or support paperless use. Alerts help flag possible discrepancies and negative client balances. The browser-based service works without installation or manual updates and supports computer and mobile access. Prices listed are 19.94 USD per month, 89.73 USD once for six months, or 119.64 USD once for twelve months; a 30-day trial is available, but there is no free plan. The terms allow file hosting to be disabled or throttled if bandwidth exceeds 5 gigabytes per month or significantly exceeds other users’ average use.
Who it is for
Account Legal is aimed at legal professionals, from private practices to large law firms, and other professionals managing escrow accounts. It may suit users who need client ledgers, reconciliation reports, and check or receipt printing.
What is good
- Provides monthly and quarterly reconciliation reports.
- Displays a selected client’s current ledger balance.
- Prints checks and deposit receipts.
- Alerts users to possible discrepancies and negative balances.
- Offers a 30-day trial.
What to know first
- There is no free plan.
- File hosting may be throttled above 5 gigabytes monthly.
- Printed withdrawal checks require bank-purchased pre-printed checks.
Verdict
Account Legal combines trust-account reporting, ledgers, alerts, and check printing in a browser-based service. Consider its listed file-hosting limit and paid plans before relying on it for your workflow.
Account Legal plans and pricing
All plansCompared on legal trust accounting software
- Free plan
- No
- Trust accounting
- Yes
- Client ledgers
- Yes
- Three-way reconciliation
- Yes
- Compliance reporting
- Yes
- Platform
- web
