MATTER NO. 01
Law Firm Trust Accounting
IOLTA and non-IOLTA trust account management, client ledgers by matter, and full three-way reconciliation. Structured around bar association compliance requirements.
§ Briefcount · Legal Accounting Practice
Accounting services shaped around the specific requirements of legal practice — from IOLTA compliance to partner distributions and billing reconciliation.
The Case for Briefcount
General accounting practices were not built with bar association trust accounting rules in mind. The distinctions between client funds and firm revenue, three-way reconciliation requirements, realization tracking — these demand work built specifically for legal practice, not adapted from a generic model.
Briefcount focuses entirely on law firm accounting. Every service reflects the operational and regulatory realities of practice rather than a broad accounting template applied to an unfamiliar industry.
Whether a firm needs trust account compliance support, clearer insight into billing performance, or a transparent basis for partner compensation decisions — the work is approached with the care those matters deserve.
Filing Summary
Areas of Practice
MATTER 01
Detailed client ledger maintenance, trust bank reconciliation, and monitoring of deposits and disbursements by matter. Structured to align with bar association compliance standards, including full three-way reconciliation.
MATTER 02
Reconciliation of time entries with invoices, review of write-offs and adjustments, and reports showing realization rates and collection performance by attorney or practice group. Clearer insight into where revenue actually lands.
MATTER 03
Origination credits, collected revenue per partner, expense allocation, and distribution modeling. Workbooks prepared with transparent calculations in formats that hold up in partnership governance discussions.
Engagement Protocol
We examine how trust funds are currently tracked, how billing data is organized, and how partner financials are handled. This establishes the baseline and surfaces any gaps that need addressing before regular work begins.
Reconciliation issues are corrected and processes are established to match your firm's size, practice areas, and reporting needs. Each procedure is documented so nothing depends on informal knowledge.
Regular accounting, reconciliations, and reporting on the cycle that suits your practice. Findings are delivered with clear documentation and explained in terms that are useful to both practice management and partners.
Track Record
Years
8+
In legal accounting exclusively
Firms
90+
Law practices engaged
Accuracy
100%
Trust reconciliations verified monthly
Focus
Legal
Only legal practice — no generalism
Docket of Services
Each service addresses a distinct need within legal practice. Most firms begin with the area of greatest urgency and expand the relationship from there.
MATTER NO. 01
IOLTA and non-IOLTA trust account management, client ledgers by matter, and full three-way reconciliation. Structured around bar association compliance requirements.
MATTER NO. 02
Time entry and invoice reconciliation, write-off review, and realization rate reporting by attorney or practice group. Built for firms that want an accurate picture of billing performance.
MATTER NO. 03
Origination credits, revenue by partner, expense allocation, and distribution modeling. Transparent workbooks prepared in formats suited for partnership governance discussions.
Open a Matter
A conversation about your current situation costs nothing and carries no obligation. Use the form below to describe what you're working with, and we'll respond with an honest assessment of how we can help.
Begin the ConversationIntake Submission
Tell us about your firm and what you'd like to address. We'll follow up to discuss the appropriate next step for your situation.
Company Information