TriBalance

Spec sheet

Product

TriBalance is trust accounting software that prepares a reviewable monthly close for attorney sign-off.Read 1 Oct 2026 · tribalance.io

Intended users

TriBalance is aimed at law firms holding client funds in one to three trust or IOLTA accounts with a supervising attorney who signs monthly closes.Read 1 Oct 2026 · tribalance.io

Integrations

TriBalance works with exported data from QuickBooks, Clio, MyCase, Xero, and bank portals rather than live synchronization.Read 1 Oct 2026 · tribalance.io

Approval gate

Attorney approval is explicit, versioned, timestamped, and tied to the exact report content.Read 1 Oct 2026 · tribalance.io

Bank access

TriBalance does not connect to banks, request online-banking credentials, move money, or initiate transfers.Read 1 Oct 2026 · tribalance.io

Compliance posture

TriBalance states that it has no third-party security audit and no SOC 2 or comparable compliance attestation yet.Read 1 Oct 2026 · tribalance.io

Core workflow

It reconciles bank statements, trust journals, and client-ledger balances in a three-way close.Read 1 Oct 2026 · tribalance.io

Data deletion

TriBalance says it permanently deletes customer data within thirty days of written request, subject to legal retention obligations.Read 1 Oct 2026 · tribalance.io

Encryption

Connections to TriBalance are encrypted with TLS and stored data uses platform-provided cloud encryption.Read 1 Oct 2026 · tribalance.io

Exception detection

The software surfaces negative balances, bank fees on trust accounts, stale outstanding items, and unclassified transactions with linked evidence and severity codes.Read 1 Oct 2026 · tribalance.io

Exports

Close records are exportable as PDF and CSV.Read 1 Oct 2026 · tribalance.io

Onboarding

The product is in a supervised design-partner phase with deliberately manual onboarding and internal production verification gates.Read 1 Oct 2026 · tribalance.io

Product limits

TriBalance is not practice-management software, general bookkeeping software, an auditor, a certifier, or a compliance guarantee.Read 1 Oct 2026 · tribalance.io

Security controls

The service uses tenant isolation, role-scoped actions, private source retention with content hashes, short-lived signed download links, and append-only audit trails.Read 1 Oct 2026 · tribalance.io

Plans and prices

Every TriBalance plan and price →

Where Specifiction places it

• Legal Trust Accounting Software#36 of 407.0
• Trust Accounting Software#38 of 427.0
• Legal Accounting Software#22 of 247.0