Trust Accounting Software
Accurately track your Trust accounts and automatically pay invoices and replenish
Manage your Trust accounts
Pay invoices automatically from Trust, replenish if below your designated level
Trust accounting is a unique complication for law firms and there are severe penalities if not done right. TimeSolv allows you to manage your Trust payments easily and quickly. You can also auto-pay invoices from your Trust account as well as place replenishment funds onto an invoice automatically when the Trust falls below the threshold you designate.
Trust accounting is one less thing to worry about with TimeSolv.
Autopay invoices from TrustWhen invoices are sent, they're marked automatically paid and fee is deducted from Trust account
Replenish Trust AutomaticallyHave replenishment amount automatically added to invoices when account falls below threshold
Pay Trust account with Credit CardWith integrated LawPay Client Portal, your clients can quickly and easily add to their Trust account
Multiple AccountsCreate as many IOLTA (or COLTAF) accounts as necessary and as many accounts as needed for a matter
Transfer Funds Between AccountsWhen handling different matters for a client, transfer funds between matter trust accounts, if necessary
Detailed ReportingUse our Trust banking report to perform monthly bank reconciliation
Western Australia LegalWe comply with the Western Australia Legal Trust Accounting requirements.