Trust Accounting for Lawyers
We help lawyers stop wasting time on trust accounting — and avoid audits.
We've never met an attorney who missed their calling to be a bookkeeper.
The Truth about Attorneys
You didn’t go to law school to reconcile your IOLTA at 10 p.m.
You went to practice law — not accounting.
If you’re still relying on a YouTube CPA to walk you through trust compliance, you’re not alone. But you are one audit away from a very bad week.
We work with solo and small firm attorneys who are sick of wasting time on bookkeeping — and never want to hear the words “IOLTA violation” again.
We know two things about lawyers:
1 You hate math.
2 You still waste time doing it.
That ends here.
At Sidebar, we don’t chastise, we fix. No judgment, no confusion — just bar-compliant books delivered monthly so you can focus on what matters.
Your books get handled. You get your Fridays back.
Lagavulin tastes better when your books are clean.
May we approach the ledger?
Core
Starting at $350
For attorneys who need clean, reliable bookkeeping — no trust accounting.
What’s Included:
- Up to 2 bank or credit accounts
- Up to 50 transactions/month
- Monthly financial reports
- Monthly dashboard
- Year end, tax ready books
*No Trust account support in this tier
Comprehensive
Starting at $650
For attorneys who need full bookkeeping plus trust accounting compliance.
What’s Included:
- Up to 3 bank or credit accounts
- Up to 125 transactions per month
- Monthly financial reports
- Monthly trust account report
- Bar audit-ready records
- Monthly 3-way trust reconciliation
-Custom dashboard
- Year-end, tax-ready books
- Integration with Clio, LeanLaw, LawPay
Complete
Starting at $900
For firms that want advanced insights, growth support, and full compliance.
What’s Included:
- Up to 5 bank or credit accounts
- Multi-user company card support
- Up to 200 transactions/month
- Monthly financial reports
- Monthly trust account report + trust transfer log
- Bar audit-ready records + trend alerts
- Monthly 3-way trust reconciliation
- Custom dashboard with performance tracking
- Integration with Clio, LeanLaw, LawPay + CPA collaboration
- Liaise with your CPA at year-end
-Monthly review call + strategic recommendations