Trust accounting that cannot go negative. See how the ledger works
One System · Intake to Closing File

Every Lead, Every Process, One System.

The operating system a law firm signs into every morning to see who needs a call, what is due this week, who owes money, and exactly what the trust balance is. Whatever your firm practises.

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60-second auto-response Append-only trust ledger No credit card to start
Search matters, leads, contacts…
DODana OkaforOwner
In trust $184,250
Dashboard

Good morning, Dana

2 hard deadlines inside 14 days. Missing one of these is malpractice, not a slipped task.
Speed to lead
4m 12s
Median first response
Waiting on a call
3
No first response
Consult to signed
61%
17 of 28 in 30 days
Held in trust
$184,250
Across every matter
On the calendar
6
Next 7 days
Overdue deadlines
0
Past due
Open matters
38
Active caseload
Deadlines at risk
2
Inside 14 days
Needs a call today

Most urgent first, then whoever has waited longest.

DTDenise TranUrgent
SPSamuel Parkwaiting 21h
JCJose Castillowaiting 6h
At risk

Hard deadlines are listed first regardless of date.

Statute of limitationsHard dateAug 14
Discovery cutoffHard dateAug 19
Expert report dueAug 6

Replaces the 8 to 15 disconnected tools a small firm runs today

Intake CRM
Scheduler
E-Sign
Payment Links
Trust Sheet
Case Mgmt

The All-in-One Platform for
Running a Law Firm
Without the Spreadsheet

Every table carries a firm ID. Every write is audit-logged. Every financial ledger is append-only. The compliance is not a feature you remember to turn on, it is the shape of the database.

Speed to Lead, Measured

Auto-response by SMS and email inside 60 seconds of any inbound lead, missed call, or form submission. First response time is stamped once and never overwritten, so the number on the dashboard is the real one.

Conflict Checks That Block

Fuzzy search across every contact and matter party the firm has ever touched, catching transposed and misspelled names. It runs automatically before a consult is confirmed and holds the booking on a hit until an attorney clears or waives it.

Trust Accounting That Holds

Client-level ledgers that cannot go negative, processor fees that never touch trust principal, and a three-way reconciliation you can run for any period. Enforced at the database layer, not on a checklist taped to a monitor.

Leads / Pipeline BoardTable
New 4
M. Reyes
Personal injury
Statute 90dLSA
D. Tran
Family law
Urgent
Consult 3
A. Whitfield
Tue 10:30 · Video
Intake 60%
S. Park
Rebook sent
No-show
Quoted 2
J. Castillo
$6,500 staged fee
Viewed 2×
R. Ellis
$4,000 flat
Expires 5d
Signed 5
L. Okafor
M-2026-0142
Paid $2,500
B. Nakamura
M-2026-0141
Autopay on
Matters / M-2026-0142 · Ledger TrustBalanced
Advance fee · deposit+ $7,500.00
Earned transfer · INV-1042− $3,000.00
Processor fee · operating acct− $217.50
Installment 2 of 6 · autopay+ $1,000.00
Matter trust balance$5,500.00
Bank
$184,250
Book
$184,250
Client Ledgers
$184,250
Built for the Work Nobody Bills

Built to Do the Parts
That Do Not Scale

Whether you are a solo or a multi-attorney firm, the work that gets dropped is always the same work: the follow-up nobody sent, the reminder nobody set, the receipt nobody mailed, and the ledger entry nobody made. LegalStak does those on a schedule, and writes every one of them to the matter timeline.

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60s

Auto-response to every inbound lead, day or night

3-Way

Reconciliation, runnable for any period on demand

0

Ways a client trust balance can quietly go negative

Trust Ledger Conflict Check Documents Payments Matters Messaging Reporting Deadlines Fee Proposals Intake Forms Capture Scheduling E-Signature

Run the Whole Lifecycle
From One Screen

Eighteen modules, one data model. Nothing is re-typed between the first phone call and the closing letter, because nothing ever leaves the system. The same loop runs whether the matter is a divorce, an injury claim, an estate, a visa petition or a defense file.

Trust LedgerCaptureIntake CRM Conflict CheckSchedulingVideo Consults Intake FormsFee ProposalsE-Signature PaymentsMattersDocuments DeadlinesMessagingReporting
Modules That Do the Work

The Numbers a Firm Owner
Needs, On One Dashboard

Owner DashboardLast 30 days
W1W2W3W4W5W6W7
Cost per signed client$412
Consult → signed64%
A/R over 60 days$3,150

Reporting

Speed to first response, conversion by lead source, cost per signed client, and AR aging. Delivered as a weekly digest the owner actually reads.

Matter · WorkflowM-2026-0142
✓ Engagement executedJul 28
✓ Documents requestedJul 30
→ Hearing prepDue 2d
→ Client update (14d rule)Queued
⚑ Filing deadline · hard dateAug 21
Days since client contact3

Matters & Deadlines

Signing an engagement spawns the workflow. When a key date moves, every dependent deadline recalculates and the client is told without anyone remembering to tell them.

Billing · Payment PlanAutopay
Total fee · staged$7,500
Down payment · collected$2,500
6 × monthly installments$833
Next charge · Sep 1Scheduled
Routing · trust accountLocked
Third-party payer consentSigned

Payments & Plans

Card, ACH and terminal. A payment and its ledger entry commit together or not at all, and a trust payment cannot be routed to an operating account at the database level.

Lead captured —Conflict cleared— Consult booked — Intake complete— Proposal sent —Engagement signed — Down payment collected —Matter opened— Review requested — Lead captured —Conflict cleared— Consult booked — Intake complete— Proposal sent —Engagement signed — Down payment collected —Matter opened— Review requested —
The core loop, start to finish, without a staff member touching a keyboard except to hold the consultation.
Support Questions

Everything You Need to Know
About LegalStak

Any firm that opens matters, holds client money and cannot afford to miss a date. Family, personal injury, estate and probate, immigration, employment, business, criminal, real estate. The shape of the work is the same everywhere: a lead arrives, you check for conflicts, you quote, you get signed, you take a retainer into trust, you run a matter to a close. That loop is what LegalStak models, which is why the practice area is a field on the matter rather than an assumption baked into the schema. What LegalStak does not try to be is a litigation docketing system for a hundred-lawyer firm, or a substitute for your general ledger.

Yes, and it is the reason the product exists. Every matter gets its own append-only client ledger. Corrections are new reversal entries rather than edits, so nothing can be quietly rewritten. A balance cannot go negative, an earned-fee transfer requires an issued invoice, and the sum of every client ledger is checked against the trust book balance on a schedule with an alert on any variance.

No. LegalStak deliberately does not build a general ledger. Operating income syncs to QuickBooks Online so your bookkeeper keeps the workflow they already have. What LegalStak owns is the client-level trust ledger and three-way reconciliation, which QuickBooks does not do properly for law firms.

Enforceability under ESIGN and UETA comes from the audit trail, not the vendor logo on the page. Every signature request records sent, viewed and signed events with timestamp, IP address and user agent, and the executed PDF is stored against the matter. If an enterprise buyer later demands a named vendor, the signature layer is swappable.

Every table carries a firm ID, including join tables, and PostgreSQL row-level security is enabled from the first migration rather than retrofitted. The application connects with a role that cannot bypass it. Cross-tenant reads fail at the database, not at a permission check somebody could forget to write. Staff accounts require MFA, and privileged notes never leave the tenant boundary or land in logs.

For early customers, yes, done by hand as a white-glove service rather than a self-serve importer. Migration is the real barrier to switching, and doing it manually for the first firms tells us exactly what breaks before it becomes a product feature. Your client files also export on demand at any time. The file belongs to the client, not to us and not to the firm.

See the Trust Ledger
Before You See the Price

Twenty minutes, screen shared, using your own fee structure. If the ledger does not hold up to how your state bar expects it to work, we would rather you tell us now.

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