Trust Accounting That Works With You.
Designed to simplify trust accounting. Automatic separation of trust and operating funds. Real-time ledgers built with compliance in mind - the backbone that makes an AI Paralegal safe to run inside a law firm.
Accounting Tools Designed for Immigration Firms
Immigration trust accounting has unique requirements. VeriMatter is designed to help you manage them - so you can focus on practicing law, not balancing books.
Automatic Trust/Operating Separation
Every transaction automatically classified. Trust funds and operating funds stay separate - helping you maintain proper accounting practices.
Real-Time Three-Way Reconciliation
Bank balance, book balance, and client ledgers - always in sync, always balanced, always current.
LawPay Integration
Accept payments directly. Funds route to the correct account automatically. No manual transfers.
Client-Level Trust Ledgers
Individual trust ledger for every client. Know exactly how much you hold for each matter at any time.
Audit-Ready Reports
Generate detailed reports on demand. Every transaction documented, every balance verified, every dollar accounted for.
Automated Invoicing
Generate invoices tied to case milestones. Track payments, send reminders, and reconcile - all in one place.
Every Dollar Accounted For. Always.
Real-time three-way reconciliation keeps your bank balance, book balance, and client ledgers perfectly in sync. No more month-end scrambles or manual spreadsheet reconciliation.
- Bank feeds update automatically
- Discrepancies flagged instantly
- Client-level balance verification
- Designed with state bar requirements in mind
Audit Day? Bring It On.
Generate detailed reports on demand. Every transaction documented, every balance verified, every dollar accounted for. When you need to produce records, you'll be ready in minutes - not weeks.
- Trust account transaction history
- Client ledger statements
- Three-way reconciliation reports
- Trust accounting summaries
- Customizable date range filtering
AI in a Law Firm Is Only as Safe as the Books Behind It.
The same platform discipline that keeps your trust accounts clean - every transaction attributed, every balance verified - is what keeps every AI action logged, reviewable, and audit-ready.
Meet the AI ParalegalTrust Accounting Made Simpler.
See how VeriMatter's accounting module helps you stay organized, track trust funds, and generate reports - without the spreadsheet gymnastics.
Schedule a Demo