Software Setup & Integration for Law Firms
Your software should give you answers. Not more questions.
If your practice management system is not set up correctly, every report you pull is wrong, every trust ledger is suspect, and every financial decision is based on bad data. We audit your configuration, fix the integrations, and set up reporting that actually tells you what is happening in your firm.
You do not have a people problem. You have a software problem.
Most law firms blame the bookkeeper, the CPA, or themselves when the numbers do not make sense. But in most cases, the root cause is a software configuration that was never set up correctly in the first place.
"The reports do not match what is in the bank."
Your billing software says one thing. QuickBooks says another. The bank says something else. Nobody can tell you which number is right because the integration between systems is broken.
"Trust and operating funds are mixed up in the reports."
Your chart of accounts was not set up for law firm trust accounting. Client funds and firm funds show up in the same places. The person who configured it did not understand how legal accounting works.
"I cannot get a simple report on profitability by case."
The data exists in your billing software but it does not flow into your financials. You know how many hours were billed. You do not know if those hours were profitable after expenses.
"We paid someone to set it up and it still does not work."
A general bookkeeper or IT consultant configured your system. They set up QuickBooks like they would for any business. The law-firm-specific pieces, trust accounting, revenue recognition, billable expenses, were never addressed.
We fix every major practice management platform.
We do not need to learn your software. We already work inside it every day and understand how each platform handles trust ledgers, client fund segregation, and the integration with QuickBooks.
Clio
Trust module, revenue recognition, matter integration
Smokeball
Trust accounting, earned fee tracking, expense handling
LeanLaw
Trust ledger configuration, matter profitability
MyCase
Client fund management, trust reporting
Filevine
Trust accounting, matter expense recovery
QuickBooks Online
Chart of accounts, trust GL, bank integration
From broken configuration to working system.
We fix what was configured wrong from the start
We audit your trust accounting configuration inside Clio, Smokeball, LeanLaw, MyCase, or Filevine. If the trust module is set up incorrectly, we correct it. If the integration with QuickBooks is pushing bad data, we fix the pipeline.
A structure built for law firms, not generic businesses
Your chart of accounts determines how all financial data flows. We restructure it for law firm accounting: trust vs. operating, earned vs. unearned fees, billable vs. unbillable expenses, and all the categories that drive real decisions.
Make your software platforms actually talk to each other
Data mapping from billing software to QuickBooks. Earned fee reclassification on transfer. Expense routing. Bank integration verification. When these integrations are broken, the entire financial picture is suspect.
Build the reports that actually tell you what is happening
Profitability by matter. Realization and collection rates. Trust account status. Partner compensation modeling. Custom reports built around the questions you are actually asking.
Recover the billable expenses you are leaving on the table
Filing fees, expert costs, research charges. These should flow automatically from your billing system or be flagged for billing. Most law firms lose 2-5% of revenue to unbilled expenses.
Catch misconfigurations before they compound
Regular audits of settings, mapping, and data flow. Alerts when something breaks. Documentation of how your system is configured so the next person does not start from scratch.
Three steps to working software.
Audit Your Current Setup
We log into your billing software and QuickBooks, map how data flows, and identify configuration errors and integration breaks.
Deliver Detailed Findings
You get a written report showing what is right, what is wrong, what is missing, and what each fix costs. The audit itself is free.
Fix the Problems
We rebuild your trust module, restructure your chart of accounts, repair integrations, and set up custom reporting. Fixed-scope project, fixed price.
The software audit is free. The fix is quoted.
Start with a free audit of your current setup.
We log into your billing software and QuickBooks, assess the configuration, and deliver a clear report of what is right, what is wrong, and what it costs to fix. No charge for the audit. The repair engagement is quoted as a fixed-scope project.
- ✓Trust module audit
- ✓Integration assessment
- ✓Chart of accounts review
- ✓Reporting gap analysis
- ✓Expense tracking setup check
- ✓Written findings report
"The accuracy of Knight's and his team's work has been outstanding and is a huge improvement over our previous approach. Knight has enabled us to focus more on the legal work we want to be doing and essentially outsourcing what used to be accounting and financial headaches."