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firmTRAK Solutions

Offers LawNext Promo
Last Updated: October 20th, 2022


firmTRAK Solutions Overview

Description

Legal Focused Accoutning for law firms including trust accounting. Our experts work in both practice management systems and Quickbooks and Xero for a seemless set of law firm bookkeeping.

Product Snapshot

Parent Company
firmTRAK Solutions, LLC
Year Founded
2020

Features

Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)

Accounting/Finance
Business Accounting
Account Reconciliation
Check Printing
Trust Accounting
Automated Billing
Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Templates
Payment processing
E-check Payments
Recurring payments
Integrates with third-party platforms
Credit Card Payments
Time and Billing
Insights and Analytics
Time Tracking
Invoicing Tools
Trust Accounting
Automatic Time Capture
Preauthorizaed Payments
Split Billing
LEDES Invoicing
Bulk Billing
Show more

Learning Resources

Videos

firmTRAK Solutions Demo

Screenshots

Law Firm Accounting
Law Firm Accounting

Product Snapshot

Parent Company
firmTRAK Solutions, LLC
Year Founded
2020

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