Outlaw Practice
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Trust Accounting

Manage your trust accounts with confidence

Track client money by client and by case, each move a typed transaction posted to its designated account with a complete record behind it, and stay on the right side of your state’s trust accounting rules.

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Typed and Tracked

Every trust move is a typed, tracked transaction

Money never moves through a freeform ledger edit. Fund a retainer, pay from trust, disburse earned fees: each is its own transaction type, posting to its designated account, with every balance tracked live. Every entry carries its type, its account, and its client or case, so reconciliation starts from a complete record.

  • Your real IOLTA structure, mirrored

    Track client money where it lives: at the client level and the case level inside your trust account, with separate escrow when a case calls for it. Every entry records the client and case it was posted to, so your three-way reconciliation starts from an itemized record of where each dollar was placed.

  • Every trust operation is its own tracked transaction

    Fund a retainer, pay from trust, disburse earned fees, refund unearned money, transfer between cases, adjust a balance: Outlaw Practice records thirteen distinct transaction types, each one auditable on its own.

  • Real-time balances per client and per case

    How much is in trust for the Johnson case right now? The answer is on the screen, no manual tally, no spreadsheet lookup. Balances update live as money moves through the firm.

  • Minimum-balance alerts before it’s a problem

    Set a minimum trust threshold per client and the trust column flags the moment a balance drops below it, so you request a replenishment before a retainer runs dry, not after the work is already done.

  • A complete audit trail

    Every trust transaction is timestamped and attributed to a user. Voided transactions are preserved in the record rather than erased, so nothing changes quietly and the full history of every dollar is there whenever you need it.

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Switching is the hard part.We bring your data over, and it stays yours to take with you.

One platform for your entire practice

Cases, billing, trust accounting, marketing, intake, payments, and reporting, plus secure hosting for your firm’s email and website: all under one roof, built exclusively for firms of 1–10 attorneys. No major practice management vendor hosts your email and website too.

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