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Best Legal Accounting Software – A Full Suite for Law Firms

Stay compliant with trust and operating accounting all in one place using the best accounting software for lawyers.

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Full Legal Accounting Suite

Benefits of CaseQube Legal Accounting Software

If your firm is trusting CaseQube, you will have the best legal accounting software designed to simplify compliance and financial aspects:

  • Easy Compliance – It is an automatic system for trust accounting and 3-way reconciliation.
  • Integrated Billing & Payments – From an invoice, expense, or payment, you can navigate the matters directly.
  • Financial Visibility – Revenue, costs, and profitability from all firms at the real-time dashboard.
  • Audit-Ready Records – Every single entry carries an open audit trail and covers all bases.
  • Faster Month-End Close – Reports are generated automatically to save working hours.
  • Client Confidence – Accurate accounting boosts trust and improves long-term relationships.

Key Features

Trust & Operating Separation

Manage both without spreadsheets.

3-Way Reconciliation

Automated tools for trust account compliance.

AP & AR

Track bills, invoices, and receivables.

General Ledger

Full financial view of the firm.

Audit Trail

Trace every entry with full history.

Financial Reporting

Generate P&L, balance sheets, and ledger summaries.

Challenges Law Firms ExperienceWithout Legal Accounting Software

Here are some typical problems a manual or unreliable accounting system could cause:

  • Trust Accounting Risks – Improper segregation of operating accounts from customer funds might cause noncompliance.
  • Time-Consuming Reconciliations – Spreadsheet reconciliation without the use of legal accounting software becomes a tedious task and is prone to errors.
  • Billing Delays – Delays or missed invoices affect cash flow operations and customer satisfaction.
  • Lack of Transparency – Without matter-level accounting, firms are not able to track profitability at the client or case level.
  • Audit Stress – Incomplete entries, lack of histories, and complications arising from an audit or bar review are all stress factors.
  • Inefficient Processes – Going from one tool to another for billing, payments, and report generation is just too time-consuming.

Why Choose CaseQube?

CaseQube is designed for lawyers and incorporates compliance-first trust management alongside contemporary financial reporting tools. Whether you are a solo practitioner or a large firm with offices in many locations, the platform offers the best accounting software for law firms to maintain compliance performance and profitability.

What Makes CaseQube Different?

AI-First Approach

Smarter workflows from time tracking to billing and document automation, saving hours every week.

Legal + Financial in One

Run your entire practice with seamless integration, powered by our own LawAccounting and CloudDoc tools.

Modular & Flexible

Adopt only what you need, when you need it. Scale effortlessly without disrupting your existing processes.

Built on Salesforce

Enterprise-grade security, compliance, and scalability, trusted by the world’s leading organizations.

Work smarter, not harder.CaseQube does the rest.

CaseQube is the only AI-first legal practice platform built on Salesforce, designed to simplify case management, billing, and document automation. Experience seamless legal + financial integration in one place.

The Future of Legal
Practice Management, Today

From intake to invoicing, streamline workflows, automate tasks, and delight
clients, all in one unified platform.
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Testimonials

"CaseQube has completely transformed how we operate. The AI-driven document management features are not only intelligent but intuitive—saving my team hours every week. The platform itself is smooth, well-integrated, and refreshingly easy to use. Most importantly, it has significantly reduced our operational costs without sacrificing capability. It’s clear that CaseQube was built with real law firm needs in mind."

Anna Shapiro, Esq., LLM Chief Executive Officer Shapiro Law Group, PC

"The immigration workflow in CaseQube is exactly what our firm needed—smart, efficient, and built for how immigration practices actually work. What impressed me even more was the seamless integration of accounting, which eliminated the need for separate systems. And the support? Outstanding. The CaseQube team has been with us every step of the way. I couldn’t be happier with the decision to implement it."

Howard Greenberg Founder Greenberg Hameed PC

Frequently Asked Questions

Get answers to the most common questions about CaseQube. Learn how our AI-powered legal platform streamlines operations, improves efficiency, and adapts to your firm’s unique workflows and compliance needs.

CaseQube is an all-in-one, AI-powered legal practice management platform built on the Salesforce Platform. It covers your entire workflow—from intake to invoicing—integrating case management, document automation, billing, payments, and accounting into one intelligent system. CaseQube is an all-in-one, AI-powered legal practice management platform built on the Salesforce Platform. It covers your entire workflow—from intake to invoicing—integrating case management, document automation, billing, payments, and accounting into one intelligent system.

Businessman highlighting CaseQube’s Frequently Asked Questions
Businesswoman highlighting CaseQube’s Frequently Asked Questions