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Trust & IOLTA bookkeeping for law firms

Your IOLTA, reconciled to the penny.
Every single month.

If a bar auditor asked you today — “whose money is in your trust account, client by client, to the penny?” — how long would it take you to answer? Our clients answer in one click. Three-way reconciliation, clean books, and a CPA review on every file, every month.

Get your free IOLTA Audit
Attorney at his desk
CPA-reviewed
A Certified Public Accountant reviews and signs off on every monthly close. The document you could hand a bar auditor — prepared before anyone asks.
Three-way reconciled
Bank statement, trust ledger, and the sum of every client's balance — three independent numbers, matched to the penny, every month.
Read-only, by design
We are never a signatory and can never move a dollar. We prepare and flag; only you execute. That's your protection — and in most states, the rule.
Confidentiality-grade security
Encrypted in transit and at rest, access limited to the team on your file. Handled with the discretion your client matters demand.

The engine behind Connex Law

Our team keeps the books for more than 150 active businesses — and dedicates this entire practice to law firms.

The real problem

An unreconciled trust account is a bar complaint waiting to happen.

Most small firms handle bookkeeping the same way: the attorney does it at night, or an admin squeezes it between tasks, or a generalist bookkeeper “keeps it tidy.” Here's what that actually costs.

Your billable hours do the books
Five hours a month at a $300/hr billing rate is about $18,000 a year of revenue you never invoice — spent on data entry.
One IOLTA error costs five figures
Untangling a single compliance error typically runs $5,000-$15,000+ — before any bar proceedings. And the bar doesn't care who did the books. You're the attorney of record.
Your evenings disappear
Nights and weekends go to receipts, statements and “I'll reconcile it next month” — instead of your cases, your family, or your life.
The generalist blind spot
A generalist bookkeeper keeps tidy operating books — and has often never heard of a three-way reconciliation. Their mistake becomes your license problem, not theirs.
The Connex Law system

Your IOLTA is the whole job for us — not a side task.

Monthly discipline

Every transaction categorized, every account reconciled, every month closed on a fixed schedule — operating and trust. No backlog, no gray areas, no surprises.

The CPA sign-off

Your books aren't just kept — they're reviewed under a documented protocol and signed off by a Certified Public Accountant. Quality with a signature behind it.

The shield report

Every month: a signed, dated three-way IOLTA reconciliation with client-by-client balances attached — plus compliance flags caught early, in plain English.

Start here — it's free

The IOLTA Audit A $1,500 value — free

We re-run your last month's three-way trust reconciliation and give you a written answer in days. Here's everything you get:

  • Full three-way reconciliation of your last month — bank statement, trust ledger, client balances, to the penny
  • Client-by-client balance check — the exact question a bar auditor asks first
  • A signed, dated written report: balanced, or exactly where it's off and by how much
  • Your state bar's trust rules, mapped to your file

Two possible outcomes. You win either way.

If it balances

Free written proof your trust is clean

Signed, dated, on file — the kind of document attorneys pay for. Keep it. And you never hear from us again.

If it doesn't

You just found your real exposure

Exactly where it's off, by how much, how far behind the books are — and precisely what it takes to fix. Before the bar finds it for you.

Book your free IOLTA Audit 20-minute call · Read-only access · No obligation · Audit slots are limited by our CPA review capacity
21days
or free

Books a few months behind? You're the rule, not the exception.

Most firms we audit are 2 to 6 months back. Our guarantee: your books caught up and your IOLTA fully reconciled within 21 days of receiving your complete records — or the cleanup is free. Flat fee, quoted in writing after your audit. Never a surprise invoice.

How it works

From first call to never thinking about the bar again.

1

Book your free audit

A 20-minute call, then read-only access to your statements and practice software. We never touch your money — we can't. That's by design.

2

Get your written answer

Within days: balanced to the penny — or exactly where it's off and how far behind the books are. Yours to keep, either way.

3

We catch up and connect

Flat-fee cleanup — 21 days or it's free — then your systems linked: QuickBooks, receipt capture, and your existing Clio, MyCase or PracticePanther. Nothing to migrate.

4

Then, every month, the shield

Reconciled trust account, clean books, compliance flags, CPA sign-off — one report, one short call. Your only job: photograph your receipts.

What changes

Concrete, measurable results within the first months.

0 %
of trust accounts reconciled three ways, to the penny, month after month
0 h
of billable time back every month — invoiced to clients instead of spent on the books
0 days
or less to catch up months of backlog — guaranteed, or the cleanup is free
Three-way trust reconciliation, last six months
Bank statement and client ledger totals, matched to the penny.
Bank statement Client ledger total
Your peace of mind

Trust isn't declared. It's reconciled.

Read-only access. Always.

We are never a signatory on your accounts, we hold no transfer authority, and we cannot move a dollar — by design. We prepare the reconciliations and flag what needs action; you, and only you, execute. That's not a limitation. That's your protection.

Confidentiality your matters demand

Your financial information is encrypted in transit and at rest. Access is limited to the team members assigned to your file, and records that no longer need to be kept are securely destroyed. Your clients' business stays your clients' business.

Why we're different

Built by a CPA and an attorney.

Generalist bookkeepers know debits and credits. They don't know that your trust account isn't your money, that it demands a three-way reconciliation every month — or that their mistake becomes your bar complaint. Connex Law was built so that never happens to you.

Led by a CPA

Every file follows a documented reconciliation and review protocol, signed off by a Certified Public Accountant. Behind us: a bookkeeping firm trusted by 150+ active businesses. Precision isn't a promise — it's our operating system.

Designed with an attorney

Our processes were built alongside a practicing attorney who knows trust obligations from the inside — retainers, settlements, liens, fee transfers. We speak your language, because one of us lives it.

“The bar doesn't care who did the books. So we make sure they're done right.”

Frequently asked questions

Fair questions, straight answers.

No catch — just honest math. The audit is how we prove ourselves instead of asking you to take our word for it. If your trust account balances, you get written proof, we shake hands, and that's the end. If it doesn't, about half of those firms ask us to fix it and keep the books going forward — and that's how we earn our living. Either way, you leave knowing exactly where your IOLTA stands. We can afford to give that away because the work sells itself.
Read-only access. Always. We are never a signatory on your accounts, we hold no transfer authority, and we cannot move a dollar — by design. We prepare the reconciliations and flag what needs action; you (and only you) execute transfers. That's not a limitation, it's your protection — and in most states, it's also the rule.
Straight answer: we're a Canadian CPA-led firm serving U.S. law firms exclusively, and we don't provide attest services, tax filings, or legal advice — we provide bookkeeping and trust reconciliation, which requires no state license. Every file is reviewed under a documented protocol by a licensed CPA (Canada). Your tax preparer keeps doing your taxes; we hand them the cleanest books they've ever received.
Yes. We work inside your existing Clio, MyCase, PracticePanther or Smokeball — read-only — and reconcile it against QuickBooks and your bank. Nothing to migrate, nothing new for your team to learn. Your only job is photographing receipts.
It's the most common situation we see — most firms we audit are 2 to 6 months back. The free IOLTA Audit tells you exactly how far, and how exposed the trust account is. Then a flat-fee cleanup, quoted in writing in advance, with the guarantee: caught up and fully reconciled within 21 days of receiving your complete records, or it costs you nothing.
All 50 — trust accounting rules vary by state, and we work from your state bar's specific requirements: reconciliation standards, record-keeping periods, overdraft notification rules. Before onboarding, your file is mapped to your state's rules. When you ask a state-specific question, you get the exact rule with the citation — not a guess.
One flat monthly fee — like your retainer — based on your firm's profile: number of attorneys, trust accounts, and transaction volume. No hourly meters, never a surprise invoice. You'll get your exact number in writing after your free IOLTA Audit. Here's the honest math though: for most firms, the fee is less than the billable hours the attorney currently loses doing the books — before counting a single compliance error avoided.
We work in six-month partnerships, billed monthly — because doing trust accounting right means real setup: connecting your systems, mapping your state's rules, and building your client ledgers properly. At month 3, your fee is confirmed against actual volume — adjusted up or down, with 30 days' written notice. After six months, you stay because your IOLTA balances to the penny — not because a contract holds you.
You can — and it works fine until it doesn't. A generalist can keep tidy operating books. But IOLTA compliance isn't bookkeeping: it's client-by-client ledgers, three-way reconciliation, cleared-funds discipline, and your state bar's rules. One error costs $5,000-$15,000+ to resolve — and it's your license on the line, not theirs. You're not paying us for data entry. You're paying to never think about the bar again.
No — and that's by design. We keep immaculate books all year, which makes your tax preparer's work faster and often cheaper. We don't prepare or file U.S. tax returns, and we don't give legal advice. Your existing professionals stay exactly where they are — they'll just receive the cleanest file they've ever gotten from a law firm.
Request your free IOLTA Audit

Does your IOLTA balance to the penny? Find out — in writing.

Tell us about your firm and we'll reach out to schedule your audit — usually within one business day. Worst case: free written proof your books are clean.

Thank you — your request has been sent.

A member of the Connex Law team will get back to you quickly, usually within one business day. If it's urgent, you can also book your audit call directly.

One click. One written answer.

The audit is free. The exposure isn't.

Every month your IOLTA goes unreconciled is another month of exposure — and catching up only gets more expensive. A twenty-minute call is all it takes: if it balances, you get written proof and never hear from us again. If it doesn't, you'll be glad you found out before the bar did. We onboard a limited number of firms each month, first come, first served.

Book your free IOLTA Audit