Trust accounting that cannot go negative. See how the ledger works
One System · Lead to Disposition

Every Lead, Every Process, One System.

The operating system a criminal defense firm signs into every morning to see who needs a call, what is due in court, who owes money, and exactly what the trust balance is.

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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 jurisdictional 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
Court this week
6
Next 7 days
Overdue deadlines
0
Past due
Open matters
38
Active caseload
Jurisdictional at risk
2
Inside 14 days
Needs a call today

In custody first, then whoever is in court soonest.

DTDenise TranIn custody
SPSamuel Parkwaiting 21h
JCJose Castillowaiting 6h
At risk

Jurisdictional deadlines are listed first regardless of date.

Motion to suppressJurisdictionalAug 14
Speedy trial waiverJurisdictionalAug 19
Investigator reportAug 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 Defense Practice
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
DUI · VC 23152(a)
Court 3dLSA
D. Tran
Assault · PC 245
In custody
Consult 3
A. Whitfield
Tue 10:30 · Video
Intake 60%
S. Park
Rebook sent
No-show
Quoted 2
J. Castillo
$6,500 staged flat
Viewed 2×
R. Ellis
$4,000 flat
Expires 5d
Signed 5
L. Okafor
CR-2026-0142
Paid $2,500
B. Nakamura
CR-2026-0141
Autopay on
Matters / CR-2026-0142 · Ledger TrustBalanced
Advance flat 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 11pm Phone Call

Built to Do the Parts
That Do Not Scale

Whether you are a solo or a ten-attorney shop, 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 Capture Intake Forms Fee Proposals 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.

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 · WorkflowCR-2026-0142
✓ Engagement executedJul 28
✓ Discovery requestedJul 30
→ Arraignment prepDue 2d
→ Client update (14d rule)Queued
⚑ Motion cutoff · jurisdictionalAug 21
Days since client contact3

Matters & Deadlines

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

Billing · Payment PlanAutopay
Total fee · staged flat$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

Criminal defense firms with one to ten attorneys. Flat fee and staged flat fee work, single-defendant matters, and trust accounting that is required but not complicated. That focus is deliberate: the data model, the workflows and the reports assume that practice rather than trying to fit every firm on earth. Additional practice areas follow once the core is proven.

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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