After having QuickBooks nightmares for years, TrustBooks is a lifesaver!
TrustBooks integrates with LawPay to have a seamless import process to record all your LawPay activity and associate with your clients to meet state bar requirements to maintain individual client ledgers.
TrustBooks manages your client list and shows you activity for each client that flows through your trust account, operating account, and Quick Bills. In a single view, you get a complete picture of your client activity.
TrustBooks allows you to send LawPay Quick Bills directly to your clients so you can easily request money directly from your TrustBooks accounts. Everything you need under one roof.
TrustBooks allows you to easily match your LawPay deposits directly to your bank statement when performing a reconciliation. Every reconciliation performed generates a Three-Way Reconciliation to meet State Bar trust rules.
TrustBooks partnered with LawPay to put together this step-by-step guide to help attorneys understand how to properly manage their trust accounts with the use of new technologies.
Choose the Import LawPay Transactions page
Choose the client name for each LawPay transaction
Select all transactions and hit the Import Selected Transactions button
It's that simple and quick!
I went from spending 4 hours every month combing through and balancing spreadsheets, trust ledgers, checks, and bank statements to just 4 minutes a month using TrustBooks.