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Account Legal
accountlegal.com
What it is
Account Legal is online trust accounting software for lawyers and other professionals managing escrow accounts. It provides monthly reconciliation statements and individual balance reports for quarterly reconciliation; users can choose date ranges, edit reports, and produce printable PDFs. Selecting a client displays that client's ledger and current balance, which can be checked before writing a check. The software prints withdrawal checks on pre-printed bank checks with details including the date, payee, amount, memo, amount in words, and ledger. It can also print deposit receipts and supports paperless use. Alerts help identify possible discrepancies and negative client balances. The browser-based service needs no installation or manual updates and supports computers and mobile devices. The site says communications use SSL encryption, with redundant servers and three regular data backups daily. A 30-day trial is available, and the monthly plan costs $19.94 a month. The terms allow file hosting to be disabled or throttled if bandwidth use exceeds 5 gigabytes per month or significantly exceeds other users' average use.
Spec sheet
- What it does
- Account Legal is cloud software for managing attorney trust and escrow accounts, aimed at lawyers, real-estate agents, insurance agents and CPAs.Read 15 Oct 2026 · accountlegal.com
- Purpose
- Account Legal provides online trust accounting software for lawyers and other professionals who manage escrow accounts.Read 2 Oct 2026 · accountlegal.com
- Intended users
- The maker describes Account Legal as a solution for legal professionals, from private practices to big law firms.Read 2 Oct 2026 · accountlegal.com
- Security
- The site says it uses SSL encryption for communications, redundant servers, and three regular data backups daily.Read 2 Oct 2026 · accountlegal.com
- Support
- Account Legal provides technical help through an online chat provider and lists email support at [email protected].Read 15 Oct 2026 · accountlegal.com
- Headquarters
- Chapel Hill, North Carolina, United StatesRead 28 Sep 2026 · accountlegal.com
- Maker
- The product footer and privacy policy identify RochApps, LLC as the maker.Read 15 Oct 2026 · accountlegal.com
- Account statements
- Users can create editable statements for chosen start and end dates to reconcile bank statements with office records.Read 15 Oct 2026 · accountlegal.com
- Alerts
- Its alert system helps users identify possible discrepancies and negative client balances.Read 2 Oct 2026 · accountlegal.com
- API terms
- The terms permit authorized users to access the service through an API, while allowing RochApps to restrict excessive API use or discontinue API access.Read 15 Oct 2026 · accountlegal.com
- Backups
- Account Legal says it performs three data backups daily.Read 15 Oct 2026 · accountlegal.com
- Browser operation
- No local installation is required; the service runs in modern web browsers and receives updates without user installation.Read 15 Oct 2026 · accountlegal.com
- Check printing
- The product prints withdrawal checks onto pre-printed bank voucher checks with transaction and ledger details.Read 15 Oct 2026 · accountlegal.com
- Client ledgers
- Selecting a client displays that client’s ledger so the balance can be checked before writing a check.Read 15 Oct 2026 · accountlegal.com
- Cloud access
- The service runs in modern web browsers without installation or manual software updates and supports access from computers and mobile devices.Read 2 Oct 2026 · accountlegal.com
- Company scope
- The home page says RochApps builds legal-management software for practices ranging from private firms to big law firms.Read 15 Oct 2026 · accountlegal.com
- Data ownership
- Customers retain rights to their data and can take client data if they leave the service.Read 15 Oct 2026 · accountlegal.com
- Editable reports
- Users can choose report date ranges, edit reports, and generate printable PDF statements.Read 2 Oct 2026 · accountlegal.com
- Encryption
- The site states that SSL encryption protects communications.Read 15 Oct 2026 · accountlegal.com
- Independent description
- The American Bar Association describes Account Legal as producing audit-ready reports, real-time alerts for possible mismanagement, Amazon-hosted infrastructure and SSL protection.Read 15 Oct 2026 · americanbar.org
- Independent integration note
- The American Bar Association says Account Legal operates standalone but can export data to most major accounting systems.Read 15 Oct 2026 · americanbar.org
- Licence
- The service is proprietary: RochApps retains ownership of the software and grants users a limited, non-transferable access licence.Read 15 Oct 2026 · accountlegal.com
- Limit: availability warranty
- The terms disclaim guarantees that the service will be uninterrupted, timely, secure, error-free or that defects will be corrected.Read 15 Oct 2026 · accountlegal.com
- Limit: bandwidth
- The terms allow RochApps to throttle or disable file hosting when bandwidth exceeds 5 gigabytes per month or materially exceeds other users’ usage.Read 15 Oct 2026 · accountlegal.com
- Limit: CSV export
- The same reviewer reported that CSV bank-statement download was still only planned at the time of the 2018 review.Read 15 Oct 2026 · serchen.com
- Limit: date localization
- A Serchen reviewer said the built-in US date format made the trial impractical outside the United States until date selection was added.Read 15 Oct 2026 · serchen.com
- Limit: refunds
- Paid subscriptions are charged in advance and the terms exclude refunds or credits for partial or unused months.Read 15 Oct 2026 · accountlegal.com
- Maker address
- RochApps lists 151 East Rosemary Street, Suite 205, Chapel Hill, North Carolina 27514.Read 15 Oct 2026 · accountlegal.com
- Negative-balance alerts
- An alert system helps identify possible negative client balances and other trust-account mistakes.Read 15 Oct 2026 · accountlegal.com
- Notable limit
- The terms allow the maker to disable or throttle file hosting if bandwidth use exceeds 5 gigabytes per month or significantly exceeds other users’ average usage.Read 2 Oct 2026 · accountlegal.com
- Operating systems
- The maker says the browser service works on PC and Mac and can be accessed from computers or mobile devices.Read 15 Oct 2026 · accountlegal.com
- PDF exports
- Monthly and quarterly client reports can be downloaded as PDF files.Read 15 Oct 2026 · accountlegal.com
- Praise: value and responsiveness
- A Serchen reviewer called the trial good value and said the developer promptly added selectable dates after feedback.Read 15 Oct 2026 · serchen.com
- Privacy and data
- The privacy policy says users retain rights to their data and that identifiable personal information is not shared except for stated legal or safety reasons.Read 2 Oct 2026 · accountlegal.com
- Professional reports
- The service generates professional account reports in a few clicks.Read 15 Oct 2026 · accountlegal.com
- Rating on Serchen
- 2.5 out of 5 from 2 reviews.Read 15 Oct 2026 · serchen.com
- Receipt printing
- Users can print receipts for trust-account deposits or keep the workflow paperless.Read 15 Oct 2026 · accountlegal.com
- Reconciliation reports
- It provides account statements for monthly reconciliation and individual balance reports for quarterly reconciliation.Read 2 Oct 2026 · accountlegal.com
- Self-hosting
- The published product is delivered as a hosted service using third-party hosting partners rather than as a self-hosted package.Read 15 Oct 2026 · accountlegal.com
- Server security
- The maker says Account Legal runs on Amazon cloud servers with guarded data centers, electronic surveillance, multi-factor access controls and geographic redundancy.Read 15 Oct 2026 · accountlegal.com
- Team access
- The cloud model supports team collaboration and access from different devices.Read 15 Oct 2026 · accountlegal.com
- Three-way reconciliation
- Individual-balance reports are designed to support quarterly three-way reconciliation requirements.Read 15 Oct 2026 · accountlegal.com
- Tutorial documentation
- The tutorials area includes guides for ledgers, reconciliation, journals, trust accounts, clients, deposits, withdrawals, alerts, reports and profile settings.Read 15 Oct 2026 · accountlegal.com
- Tutorials
- The tutorials page offers guides on client ledgers, reconciliation, general journals, trust accounts, clients, alerts, and other tasks.Read 2 Oct 2026 · accountlegal.com
Plans and prices
1 Month $19.94 a month Paid monthly No setup fees · No hidden fees · Unlimited access · Multiple trust accounts · Unlimited clients · Downloadable client reports · Downloadable account reports Read 15 Oct 2026 · accountlegal.com
6 Months Save 20% $89.73, paid once Paid semi-annually No setup fees · No hidden fees · Unlimited access · Multiple trust accounts · Unlimited clients · Downloadable client reports · Downloadable account reports Read 15 Oct 2026 · accountlegal.com
12 Months Save 50% $119.64, paid once Paid annually Unlimited access · Multiple trust accounts · Unlimited clients · Downloadable client and account reports · No setup or hidden fees Read 2 Oct 2026 · accountlegal.com
12 Months Save 50% $119.64 a year Paid annually No setup fees · No hidden fees · Unlimited access · Multiple trust accounts · Unlimited clients · Downloadable client reports · Downloadable account reports Read 15 Oct 2026 · accountlegal.com
Strong points and limits
Strong points
- Monthly and quarterly reconciliation reports.
- Client ledger shows current balance before check writing.
- Prints checks and deposit receipts.
- Runs in a browser without installation or manual updates.
Limits
- Monthly plan costs $19.94 a month.
- No free plan is listed; trial lasts 30 days.
- File hosting may be throttled above 5 gigabytes monthly.
Who it suits
Account Legal suits legal professionals and other practitioners managing escrow or trust accounts, from private practices to larger firms. It is particularly relevant to users who need client ledgers, reconciliation reports, and check or receipt printing.
Account Legal in depth
Read the full write-up
Account Legal is trust-accounting software for legal professionals and others who manage escrow funds. It is best suited to practices that need client balances, reconciliation reporting and transaction paperwork across multiple trust accounts. Its flat subscription options include unlimited clients, but the file-hosting bandwidth term may matter to firms with heavier usage.
Overview
The service focuses on trust-account work: checking client balances, reconciling accounts and preparing paperwork for withdrawals and deposits. It supports three-way reconciliation and compliance reporting, making it a plausible fit for firms whose priority is trust accounting rather than a broader legal-practice system.
Account Legal runs in modern web browsers without installation or manual software updates, with access from computers and mobile devices. The maker describes SSL encryption for communications, redundant servers and three regular data backups daily. Its privacy policy says users retain rights to their data and that identifiable personal information is shared only for stated legal or safety reasons.
Key features
Monthly account statements support reconciliation, while individual balance reports serve quarterly checks. Users can set report date ranges, edit reports and produce printable PDF statements. That flexibility helps firms prepare records for a particular period, though editing reports also makes it important to follow the firm's own review procedures.
Selecting a client displays the current ledger balance before a check is written, connecting the balance check to a common trust-account transaction. The service prints withdrawal checks onto bank-purchased, pre-printed checks and includes the date, amount, payee, memo, amount in words and ledger. That is useful for firms that want transaction details on the check, but it depends on using the specified pre-printed stock.
Deposits can have printed receipts, and paperless use is supported. Alerts help identify possible discrepancies and negative client balances; they are prompts to investigate, not a replacement for reconciliation. Tutorials cover client ledgers, reconciliation, general journals, trust accounts, clients and alerts. Customer service is available at [email protected], and online chat is for technical help using the service.
Pricing
There is no free plan, but a 30-day trial gives firms a chance to assess the workflows before paying. All three paid plans include unlimited access, multiple trust accounts, unlimited clients, downloadable client and account reports, and no setup or hidden fees. That makes the main choice the billing term rather than a change in features or capacity.
1 Month: $19.94 a month, billed monthly. It suits firms that want the shortest commitment, at the highest effective monthly cost of the three options.
6 Months Save 20%: $89.73, paid once, billed semi-annually. The stated saving lowers the cost relative to monthly billing, in exchange for paying for six months at once.
12 Months Save 50%: $119.64, paid once, billed annually. It has the lowest effective monthly cost, but requires the longest upfront commitment.
The terms allow the maker to disable or throttle file hosting if bandwidth exceeds 5 gigabytes per month or significantly exceeds other users' average usage. Firms expecting substantial file-hosting use should weigh that condition alongside the subscription price.
Platforms
Account Legal is a web service that runs in modern browsers and supports access from computers and mobile devices. The stated platform coverage includes web, Android, iOS, macOS and Windows, so it can serve teams using a mix of desktop and mobile devices without requiring an installation for browser use.
Who it's for
Private practices and larger law firms can consider Account Legal if their main need is trust-account management, particularly when they handle multiple accounts or many client ledgers. Its reporting, balance checks and check and receipt printing keep the focus on accounting operations. Firms seeking a wider set of practice-management capabilities should compare it with broader products rather than assume this focused tool covers them.
Pros and cons
Unlimited clients and multiple trust accounts across every paid plan: firms do not have to move to a more expensive tier as those counts grow.
Reports can be date-ranged, edited and exported as printable PDFs: this gives firms control over reporting periods and paper records.
Balances, alerts and transaction paperwork sit within the trust-account workflow: ledger checks before checks, plus deposit receipts, support routine recordkeeping.
File hosting can be throttled or disabled at the stated bandwidth thresholds: firms with heavier file use face a meaningful operational constraint.
The annual plan demands the longest advance payment: its lower effective cost is attractive only if a firm is comfortable committing for a year.
Alternatives
For a broader starting point, the Legal Accounting Software directory compares products in that category; the Legal Trust Accounting Software directory narrows the focus to trust accounting.
CosmoLex is worth comparing if a firm wants trust accounting alongside time tracking, invoicing and online payments; its Launch plan is $49 a month per user.
Tussman Program may suit a small practice seeking a free desktop option: its free version supports up to 5 clients and 10 matters, with a full program also offered at a price not listed. LexNebulis is a free, open-source, self-hosted alternative for readers seeking that deployment model.
Orion ePay, Dye & Durham Legal Accounts, LawPracticeZA and Actionstep are other paid alternatives.
Verdict
Choose Account Legal if your practice needs focused trust-account reporting, client balance checks and transaction paperwork, with multiple accounts and unlimited clients included in each paid plan. The annual option is the clearest price advantage for firms ready to commit, while the trial can help assess fit first. Look elsewhere if your work depends on heavy file hosting or you need a broader legal-practice suite.
Verdict
Account Legal focuses on trust-account reporting, balances, and transaction paperwork in a browser-based service. Its trial offers a way to assess it, but the terms include a file-hosting bandwidth limit.
Where Specifiction places it
- Legal Trust Accounting Software#1 of 409.3
- Legal Accounting Software#1 of 249.3
