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LexTabs
What LexTabs is
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 a month, and a 60-day trial is offered. The maker is Almedeo Inc., a US company.
Who it suits
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 it does well
- 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
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Basic Trust Management | $39/month · 1 administrator · 500 GB storage · extra Admin $15/mo · Editor $10/mo · Viewer $5/mo | $39 a month |
| Solo | $49/mo · 1 attorney license · unlimited client trust accounts · email support | $49 a month |
| Pro with AI | $59/month · 1 administrator · 5 TB storage · extra Admin $25/mo · Editor $15/mo · Viewer $10/mo | $59 a month |
| Firm | $99/mo · Up to 10 attorney licenses · team collaboration · priority support | $99 a month |
| Enterprise | Custom pricing · 20+ users · volume discounts · additional features | On request |
As lextabs.com lists them, read 30 Sept 2026. The maker's own page has the final word.
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.
Facts from LexTabs's own pages
- AI automation
- The platform categorizes transactions, detects potential IOLTA violations, generates natural-language compliance reports, parses documents, and provides predictive cash-flow alerts. · lextabs.com, 30 Sept 2026
- Bank and identity services
- LexTabs uses Plaid for bank connectivity and Stripe Identity for counterparty verification, without storing online banking credentials. · lextabs.com, 30 Sept 2026
- Bank connection
- LexTabs connects to major banks with read-only access and imports existing transactions in under five minutes. · lextabs.com, 30 Sept 2026
- Client approvals
- LexTabs supports secure client approval requests with digital signatures, consent audit trails, and tamper-evident records. · lextabs.com, 30 Sept 2026
- Data use
- LexTabs says client and matter data is processed as a service provider and is not used to train third-party foundation models without explicit consent. · lextabs.com, 30 Sept 2026
- Documentation status
- The documentation marks core trust management, reconciliation, wire transfers, Clio integration, and AI transaction processing as available, while API access and a mobile app are in development. · lextabs.com, 30 Sept 2026
- Document vault
- The secure document vault provides encrypted storage, role-based access control, OCR indexing, and matter-level organization. · lextabs.com, 30 Sept 2026
- Integrations
- Clio two-way synchronization is listed as available; Microsoft 365, QuickBooks, and custom API access are listed as coming soon in the documentation. · lextabs.com, 30 Sept 2026
- Maker
- LexTabs is operated by Almedeo Inc., a US company. · lextabs.com, 30 Sept 2026
- Purpose
- LexTabs is an AI-powered trust accounting and IOLTA compliance platform designed for legal professionals and law firms. · lextabs.com, 30 Sept 2026
- Reconciliation
- LexTabs performs three-way reconciliation across bank statements, client ledgers, and the general ledger. · lextabs.com, 30 Sept 2026
- Security
- The security program references NIST CSF 2.0 and includes TLS 1.2+, AES-256 at rest, role-based access, mandatory MFA for production and administrative access, annual penetration testing, and encrypted backups. · lextabs.com, 30 Sept 2026
- State coverage
- LexTabs includes compliance rules for all 50 states and automatic rule updates. · lextabs.com, 30 Sept 2026
- Support
- Support options include email support, priority support with an account manager on Pro, a community forum, documentation, phone support at (877) 730-5999, and [email protected]. · lextabs.com, 30 Sept 2026
Where LexTabs stands on Freedom251
- Legal Trust Accounting Software#27 of 40