LexTabs is a web platform for law firms and legal professionals managing trust accounting and IOLTA compliance. It connects to major banks with read-only access and imports transactions in under five minutes. AI tools categorize transactions, flag potential IOLTA violations, prepare natural-language compliance reports, parse documents and provide predictive cash-flow alerts. Three-way reconciliation covers bank statements, client ledgers and the general ledger; compliance rules cover all 50 states and update automatically. Client approval requests can include digital signatures, consent audit trails and tamper-evident records. The document vault offers encrypted storage, role-based access, OCR indexing and matter-level organization. Clio two-way synchronization is available; Microsoft 365, QuickBooks and custom API access are listed as coming soon. LexTabs says it uses Plaid for bank connectivity and Stripe Identity for counterparty verification without storing online banking credentials. Plans start at 39.00 USD per month, and a 60-day trial is offered. The maker is Almedeo Inc., a US company.
Who it is for
LexTabs suits legal professionals and firms managing client trust accounts and state IOLTA requirements. Its reconciliation and document tools may also suit teams seeking digital client approvals and matter-level organization.
What is good
- Compliance rules cover all 50 states
- Reconciles bank statements, client ledgers and general ledger
- Clio two-way synchronization is available
- Bank access is read-only
What to know first
- No free plan is listed
- Microsoft 365 and QuickBooks integrations are coming soon
- Custom API access is in development
Verdict
LexTabs combines trust accounting, reconciliation and compliance tools for legal work, with a 60-day trial. Check which integrations are available now, since several are still marked as coming soon or in development.
LexTabs plans and pricing
All plansCompared on legal trust accounting software
- Free plan
- No
- Paid from
- $39/mo
- Three-way reconciliation
- Yes
- Matter-level trust ledgers
- Yes
- Audit trail
- Yes
- Primary platform
- web
