Trust & firm accounting
Trust accounting your bar will recognize
An immutable IOLTA ledger, three-way reconciliation, and settlement statements — the client-money discipline your firm is accountable for, built into the case system instead of bolted onto a spreadsheet.
Immutable IOLTA ledger
Every entry into client trust is permanent — corrections happen through reversing entries, never edits, leaving the clean audit trail the bar expects.
Three-way reconciliation
Tie the bank statement, your books, and each client's balance together every month, with a signed, printable reconciliation on record.
Settlement statements
Fees, costs, and negotiated liens line up automatically; finalizing freezes the statement and files it to the case.
Check printing & register
Print trust and operating checks on your own stock, with a numbered register and attorney approvals built in.
Firm operating ledger
Track firm income and expenses against your own categories — the whole practice's books in one place, ready to step off QuickBooks.
Vendors & 1099s
Keep vendor tax details on file and total each vendor's yearly payments when 1099 season arrives.
Join the waitlist
Get early access to DocketGate.
Join the waitlist and we’ll reach out as spots open — with onboarding and migration built around your firm.