Legal Trust Accounting

Automate trust deposits, withdrawals, and compliance—while staying 100% bar-compliant.

Immigration attorneys spend an average of 15 hours per month on trust accounting. One small error can trigger a bar audit.

CampLegal automates the entire trust accounting process from client deposits to invoice generation to compliant reporting.

What This Means for Your Immigration Practice

Your staff saves time, and you eliminate reconciliation errors.

Before CampLegal

  • Hours spent manually reconciling trust vs invoice balances
  • Staff creating services-rendered invoice one by one
  • Chasing clients for trust account replenishment
  • Risk of non-compliant invoicing and bar violations
  • Separate systems for trust tracking and billing

After CampLegal

  • One-click reconciliation across all trust accounts
  • Batch invoice creation for hundreds of cases simultaneously
  • Automated payment reminders sent to clients in their language
  • 100% bar-compliant invoices generated automatically
  • Trust and billing managed in one integrated system generated automatically

How CampLegal’s Legal Trust Accounting Software Works

Create two types of payment plans: recurring scheduled payments (credit card/ACH auto-collected via LawPay) or installment plans with automatic reminders. Clients receive payment links via email and text (in their language) until the trust balance is funded. You never chase payments—the system does it for you.

Stop creating services-rendered invoices manually. When your case reaches a milestone, the system automatically generates flat-fee time entries based on your pricing structure—set milestones to bill a percentage of the case value or a specified amount. Process thousands of invoices with one click for all hourly or flat-fee cases. What used to take hours per month now takes minutes.

Process bulk services-rendered across all cases simultaneously. The system automatically creates invoices, transfers funds from client trust to operating account, generates compliant documentation, and updates all ledgers. Flat-fee or hourly cases, the automation works the same way. Save countless hours per billing cycle and eliminate manual transfer errors.

One dashboard view shows every client's trust balance vs. invoice balance. Identify mismatches instantly. Every batch transfer creates a detailed report showing total transfer amount and individual transaction breakdowns. Reconciliation now takes minutes. Bar audit preparation becomes effortless.

Every invoice clearly presents: line items detailing services rendered, funds removed from trust, and the remaining trust balance. Meets all state bar requirements for trust account documentation. If you're audited, every transaction has a complete paper trail. Reduce compliance risk and eliminate the anxiety of trust accounting violations.

Generate detailed reports for all trust activity: deposits, withdrawals, credits, and current balances by client. Export reports for QuickBooks Online integration or bar audits. Track trust account health across your entire practice. Identify clients with low balances before work begins. Forecast trust fund needs for upcoming case milestones.

Trustvoices: Payment Plans That Fund Client Trust Accounts

Create two types of payment plans: recurring scheduled payments (credit card/ACH auto-collected via LawPay) or installment plans with automatic reminders. Clients receive payment links via email and text (in their language) until the trust balance is funded. You never chase payments—the system does it for you.

One-Click Batch Invoicing from Milestones

Stop creating services-rendered invoices manually. When your case reaches a milestone, the system automatically generates flat-fee time entries based on your pricing structure. Set milestones to bill a percentage of case value or a specified amount. Process thousands of invoices with one click for all hourly or flat-fee cases. What used to take hours per month now takes minutes.

Automated Trust-to-Operating Transfers

Process bulk services-rendered across all cases simultaneously. The system automatically creates invoices, transfers funds from client trust to operating account, generates compliant documentation, and updates all ledgers. Flat-fee or hourly cases, the automation works the same way. Save countless hours per billing cycle and eliminate manual transfer errors.

Built-in Trust Reconciliation

One dashboard view shows every client's trust balance vs. invoice balance. Identify mismatches instantly. Every batch transfer creates a detailed report showing total transfer amount and individual transaction breakdowns. Reconciliation now takes minutes. Bar audit preparation becomes effortless.

Bar-Compliant Invoice Generation

Every invoice clearly presents: line items detailing services rendered, funds removed from trust, and the remaining trust balance. Meets all state bar requirements for trust account documentation. If you're audited, every transaction has a complete paper trail. Reduce compliance risk by 25% and eliminate the anxiety of trust accounting violations.

Comprehensive Trust Reporting

Generate detailed reports for all trust activity: deposits, withdrawals, credits, and current balances by client. Export reports for QuickBooks Online integration or bar audits. Track trust account health across your entire practice. Identify clients with low balances before work begins. Forecast trust fund needs for upcoming case milestones.