LexTabs

LexTabs is ranked #14 of 40 in legal trust accounting software on The Geeks Club. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $39/mo.

LexTabs plans and pricing

All plans

Basic Trust Management $39/mo $39/month 1 administrator · 500 GB storage · extra Admin $15/mo · Editor $10/mo · Viewer $5/mo lextabs.com · 30 Sept 2026

Solo $49/mo $49/mo 1 attorney license · unlimited client trust accounts · email support lextabs.com · 30 Sept 2026

Pro with AI $59/mo $59/month 1 administrator · 5 TB storage · extra Admin $25/mo · Editor $15/mo · Viewer $10/mo lextabs.com · 30 Sept 2026

Firm $99/mo $99/mo Up to 10 attorney licenses · team collaboration · priority support lextabs.com · 30 Sept 2026

Enterprise Not published Custom pricing 20+ users · volume discounts · additional features lextabs.com · 30 Sept 2026

Compared on legal trust accounting software

Free plan: No
Paid from: $39/mo
Three-way reconciliation: Yes
Matter-level trust ledgers: Yes
Audit trail: Yes
Primary platform: web

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LexTabs

Purpose: LexTabs is an AI-powered trust accounting and IOLTA compliance platform designed for legal professionals and law firms.
Bank connection: LexTabs connects to major banks with read-only access and imports existing transactions in under five minutes.
AI automation: The platform categorizes transactions, detects potential IOLTA violations, generates natural-language compliance reports, parses documents, and provides predictive cash-flow alerts.
Reconciliation: LexTabs performs three-way reconciliation across bank statements, client ledgers, and the general ledger.
State coverage: LexTabs includes compliance rules for all 50 states and automatic rule updates.
Client approvals: LexTabs supports secure client approval requests with digital signatures, consent audit trails, and tamper-evident records.
Document vault: The secure document vault provides encrypted storage, role-based access control, OCR indexing, and matter-level organization.
Integrations: Clio two-way synchronization is listed as available; Microsoft 365, QuickBooks, and custom API access are listed as coming soon in the documentation.
Bank and identity services: LexTabs uses Plaid for bank connectivity and Stripe Identity for counterparty verification, without storing online banking credentials.
Security: The security program references NIST CSF 2.0 and includes TLS 1.2+, AES-256 at rest, role-based access, mandatory MFA for production and administrative access, annual penetration testing, and encrypted backups.
Data use: LexTabs says client and matter data is processed as a service provider and is not used to train third-party foundation models without explicit consent.
Support: Support options include email support, priority support with an account manager on Pro, a community forum, documentation, phone support at (877) 730-5999, and [email protected].
Documentation status: The documentation marks core trust management, reconciliation, wire transfers, Clio integration, and AI transaction processing as available, while API access and a mobile app are in development.
Maker: LexTabs is operated by Almedeo Inc., a US company.
Price from: $39/mo

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Where it ranks on The Geeks Club

Best Legal Trust Accounting Software in 2026#14 of 40

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Sources

lextabs.com· checked 30 Sept 2026
lextabs.com/features· checked 30 Sept 2026
lextabs.com/documentation· checked 30 Sept 2026
lextabs.com/privacy· checked 30 Sept 2026
lextabs.com/pricing· checked 30 Sept 2026