Effortless, compliant trust accounting with real-time tracking, seamless Xero integration, and built-in audit readiness.
Trust Accounting
Monthly trust reconciliations are fast and stress-free. Logic Firm provides built-in reconciliation tools that match bank records to trust ledger entries and flag discrepancies in real time. Easily generate detailed reports for internal review or regulatory audits. Trust account management becomes a task you don’t have to dread.
Reconciliation Made Simple
Apply trust funds directly to invoices, disbursements, or retainers - without manual transfers or duplicate entries. Logic Firm handles the calculations and record-keeping behind the scenes, reducing administrative effort and risk of error. Your team stays efficient, and your clients stay informed with clear, transparent billing.
Integrated with Billing and Disbursements
Easily track client funds at the matter level, with full visibility into balances, deposits, withdrawals, and transfers. Logic Firm keeps funds clearly separated and linked to the correct client and matter at all times. This helps prevent commingling and ensures financial clarity across your firm. You’ll always know exactly where funds stand.
Matter-Level Funds Tracking
Trust accounting in Logic Firm is built to meet strict legal and ethical standards. Every transaction is automatically recorded in accordance with regulatory requirements, including three-way reconciliation and audit trails. You’ll have confidence knowing your trust records are clean, accurate, and ready for scrutiny. Compliance is baked in, not bolted on.
Compliant by Design
Logic Firm connects directly with Xero, keeping your trust accounting in sync with your general ledger and financials. Share data between platforms without double entry, and ensure that transactions are reflected accurately across your firm’s accounts. This integration saves time, reduces human error, and creates a clearer financial picture. Everything stays connected - just the way it should be.