WHO WE SERVE
Every Practice Area. One Standard of Precision.
From solo personal injury attorneys to 50-person immigration firms — if you hold client funds and operate under bar rules, Ethnum was built for you.
Practice Areas
Built for the Realities of Your Practice — Not Just the Books
Every area of law has its own trust accounting nuances — different transaction types, different risk profiles, different bar expectations. We understand them all.
Why Practice Area Expertise Matters
A PI firm's trust account looks nothing like an immigration firm's. Settlement funds, government filing fees, retainer structures, and disbursement patterns differ entirely — and a bookkeeper who doesn't know the difference creates compliance risk.
Ethnum's specialists are matched to your practice type, so your books reflect the real workflow of your firm — not a generic law firm template.
Litigation
Personal Injury
High-value settlements, medical liens, and complex disbursements make PI trust accounting uniquely demanding. We track every dollar from initial deposit to final distribution — across multiple claimants, insurers, and lienholders simultaneously.
Settlement Disbursements
Medical Lien Tracking
Contingency Fees
Large trust inflows require precise client ledger management and timely disbursements — bar scrutiny in PI is high. We keep your ledger match-perfect at every stage.
Family & Domestic
Family Law
Retainers replenished frequently, trust balances that shift every billing cycle, divorce settlement funds held in trust — family law generates some of the most active and emotionally sensitive trust activity in any practice.
Retainer Management
Earned-Fee Transfers
Settlement Holding
Trust-to-operating transfers tied to billing events must be impeccably documented. We synchronise your billing software with your trust ledger so earned fees always move at the right time.
Immigration
Immigration Law
Flat fees, government filing fees disbursed from trust, high volumes of smaller matters, and clients spread across multiple countries and currencies — immigration accounting has its own vocabulary, and we speak it fluently.
USCIS / Filing Fees
Flat Fee Structures
High-Volume Ledgers
Government filing fees held in trust must be disbursed precisely on schedule. We track every filing date and disbursement — so no client's case is ever delayed by a bookkeeping gap.
Criminal Defense
Criminal Defense
Large retainers received upfront, earned incrementally over the course of representation, with strict rules on how and when funds can be transferred to operating. Defence practice demands airtight earned-fee documentation.
Upfront Retainers
Incremental Earned Fees
Refund Tracking
If a matter resolves early, unearned retainer must be promptly refunded. We flag overpayments and track refund obligations in real time — protecting your licence.
Estate & Probate
Estate Planning & Probate
Probate matters involve holding estate assets in trust, distributing to multiple beneficiaries on court timelines, and maintaining meticulous records for court filings. The documentation bar is among the highest in legal practice.
Estate Fund Management
Beneficiary Ledgers
Court-Ready Records
Courts require detailed trust accounting statements in probate proceedings. Our records are formatted and documented to court-submission standards from day one.
Transactional
Real Estate Law
Earnest money, closing funds, and escrow deposits held securely in trust — often for short, high-stakes windows where precision and speed both matter. Real estate closings leave absolutely no room for reconciliation errors.
Escrow Management
Closing Fund Disbursement
Earnest Money Tracking
Real estate trust funds often move in 24–48 hour windows. We ensure your ledger reflects every inflow and outflow in real time — closing day stays a celebration, not a scramble.
Firm Size
Built for Every Size of Law Firm
From solo practitioners to 50-attorney operations — and the CPAs who support them. Same ethical precision, same jurisdiction-specific expertise, every time.
Solo Practitioner
Starts from $299/mo
You didn’t go to law school to manage books. Efficient, compliant trust accounting built for one-attorney practices — so you can focus entirely on your clients and your cases.
Single trust account management
Monthly IOLTA reconciliation
Jurisdiction-specific bar compliance
Monthly financials by the 10th
Small & Mid-Size Firms
Custom engagement
With multiple attorneys, retainers, and trust balances to juggle, your books get complex fast. We keep everything clean, compliant, and organised — multi-trust account management included.
Multiple attorney & matter ledgers
Multi-trust account reconciliation
P&L by attorney or matter
3-Way reconciliation, every month
Firms with Complex Trust Activity
Full-service engagement
Multi-client retainers, multiple trust accounts, and high-volume reconciliation needs handled with clarity and precision. Your Trust Score keeps you audit-ready, every single month.
High-volume client ledger management
Multi-account 3-way reconciliation
Monthly Trust Score reporting
vCFO-level financial dashboards
New & Rapidly Growing Firms
Foundation packages available
Whether you’re opening your first practice or expanding your team, we build clean, scalable financial systems from day one. The right foundation means no expensive clean-up later.
Chart of Accounts setup
Trust account structure from day one
Scalable workflows as you hire
CPA onboarding coordination
Jurisdictions
Where We've Served. What We Know.
We hold knowledge across all 56 US bar jurisdictions — and have active client experience in the states and regions below.
Jurisdictions We've Actively Served
Ohio
California
Washington
Utah
Canada
- 50 more jurisdictions on knowledge base
Don’t see your state? Our knowledge base covers every US bar jurisdiction — active client experience expands with every new engagement.
56
US Jurisdictions Covered
50 states · D.C. · 5 territories · Rules updated daily · Official forms on file · Approved bank lists tracked.
What "Jurisdiction Knowledge" Actually Means
IOLTA rules, trust account naming requirements, overdraft notification rules, approved financial institutions, and official state bar forms — all of it, maintained daily for every jurisdiction we cover.
All
US Jurisdictions Covered
Daily
Rule Updates
0
Violations Ever
California calls it CTAPP — we know the forms, the timelines, and the approved institutions
Texas Rule 1.14 — we maintain the exact disbursement and record-keeping requirements
New York IOLA — we track the approved bank list and required notifications
Ohio IOLTA — record-keeping, monthly reconciliation, and client ledger standards maintained
Washington RPC 1.15A — we know the 10-day reconciliation window and what it demands
Utah Rule 1.15 — separate trust account maintenance and prompt delivery requirements
Canada (Law Society rules) — trust accounting principles and reporting maintained by province
Tools & Integrations
We Work Inside the Software You Already Use
No new platforms. No forced migrations. We connect directly to your existing stack and get to work — typically within 48 hours of onboarding.
QuickBooks Online
Accounting
The most widely used accounting platform in the US. We manage your full general ledger, chart of accounts, and trust transactions inside QBO — keeping it law-firm clean.
Law-firm chart of accounts
Trust vs. operating separation
Monthly P&L, BS & Cash Flow
CPA-ready year-end books
Clio
Practice Management
Clio is the industry-leading legal practice management platform. We integrate directly with Clio’s trust accounting module — reconciling billing data with your bank and ledger seamlessly.
Trust account sync
Matter-level ledger reconciliation
Billing-to-trust transfer tracking
Client balance verification
Zoho Books
Accounting + Projects
For firms using the Zoho ecosystem, we operate natively inside Zoho Books while also leveraging Zoho Projects and Zoho Desk for task tracking and client communication.
Full general ledger management
Zoho Projects task tracking
Zoho Desk support tickets
Credential management via Zoho Vault
Xero
Accounting
Popular with growing and multi-entity firms, Xero’s powerful reporting makes it ideal for firms that want more granular financial visibility. We configure it specifically for legal trust accounting requirements.
Trust account tracking
Multi-entity support
Real-time bank feeds
Custom law-firm reporting
Not on this list? We also work with MyCase, CosmoLex, PracticePanther, Filevine, Gusto, and more. If your firm uses a platform we haven't listed here, reach out — we'll confirm compatibility before onboarding begins, not after.
Don't see your practice area listed?
We work across virtually all civil and transactional practice areas where IOLTA trust accounts are required. If you hold client funds and need bar-compliant trust accounting, we want to hear from you.