Bank Statement Conversion for Law Firms: Trust Accounting Made Simple
Convert law firm bank statements to Excel or CSV instantly. IOLTA compliant processing perfect for trust accounting, client billing, and practice management. Works with all major banks.
Legal Finance Challenges We Solve
Law firms face unique financial management challenges. From IOLTA compliance to client billing, manual processes drain valuable attorney and paralegal time that could be spent on billable work.
IOLTA Trust Account Compliance
Managing client trust accounts with strict bar association requirements and audit trail documentation.
Multi-Account Reconciliation
Juggling operating accounts, trust accounts, and escrow accounts across multiple matters.
Client Billing & Cost Recovery
Tracking billable expenses and client cost recoveries across dozens or hundreds of active matters.
Attorney-Client Privilege
Ensuring financial data handling maintains strict confidentiality and security requirements.
How Zera Books Transforms Legal Finance
Zera AI is specifically designed for legal financial workflows, recognizing trust account patterns, client payment structures, and legal vendor transactions with 99.6% accuracy.
Simple 4-Step Workflow
Convert any law firm bank statement in four simple steps. Works with IOLTA, trust, operating, and escrow accounts from all major banks.
Upload Law Firm Statement
Drag and drop your PDF bank statement from any bank. Works with IOLTA, trust, and operating accounts.
Zera AI Processes Securely
99.6% accurate extraction with attorney-client privilege compliant security in under 10 seconds.
Add Case Codes & Review
Tag transactions with client codes, matter numbers, and case references. Review before export.
Export to Legal Software
Download Excel or CSV files formatted for Clio, MyCase, PracticePanther, and QuickBooks.
Legal-Specific Features
Features designed specifically for law firms, solo practitioners, and legal departments.
Trust Account Compliance
IOLTA compliant processing with comprehensive audit trail support for state bar requirements.
- Bar-approved workflows
- Audit trail documentation
- Compliance reporting
Case Code Tagging
Add client codes, matter numbers, and case references to each transaction before export.
- Matter tracking
- Client billing integration
- Expense categorization
Multi-Account Support
Handle operating, trust, and escrow accounts in one secure platform with consolidated reporting.
- Unlimited accounts
- Consolidated views
- Account reconciliation
Attorney-Client Privilege
Bank-grade 256-bit SSL encryption with immediate deletion ensures complete confidentiality.
- 256-bit encryption
- Immediate data deletion
- No data retention
Common Legal Use Cases
From solo practitioners to large firms, Zera Books adapts to your legal practice's needs.
Solo Practitioners
Handle IOLTA trust accounts and client billing efficiently without dedicated staff. Perfect for one-person practices.
Learn moreSmall & Mid-Size Firms
Streamline financial operations across multiple attorneys and practice areas with consolidated reporting.
Learn moreLitigation Practices
Track client cost advances, expert witness fees, and case expenses with matter-level detail.
Learn moreCorporate Legal Departments
Manage legal spend, outside counsel payments, and departmental budgets with proper categorization.
Learn morePractice Management Integrations
Export directly to your legal practice management and accounting software. Formats optimized for seamless import.
Why Law Firms Choose Zera Books
See how Zera Books compares to manual entry and other legal software solutions.
| Feature | Zera Books | Manual Entry | Competitors |
|---|---|---|---|
| Processing Time | 10 seconds | 2-4 hours | 30-60 seconds |
| Monthly Cost | $79 unlimited | Staff wages | $127+ |
| Accuracy Rate | 99.6% | Error-prone | ~95% |
| Trust Account Support | Full IOLTA | Manual tracking | Limited |
| Case Code Tagging | Built-in | Manual | Limited |
| Clio/MyCase Export | Native format | Manual import | Generic CSV |
Trusted by Legal Professionals
“We were drowning in bank statements from two provinces and multiple revenue streams. Zera Books cut our month-end reconciliation from three days to about four hours.”
Manroop Gill
Co-Founder
Frequently Asked Questions
How do I convert my law firm bank statements to Excel or CSV?
Simply upload your law firm PDF bank statement to Zera Books. Our AI processes it in 10 seconds with 99.6% accuracy, extracting all transactions. You can then add case codes, review transactions, and download as Excel or CSV formatted for your practice management software.
Can I convert IOLTA and trust account statements?
Absolutely. Zera Books works with all legal account types including IOLTA, trust accounts, operating accounts, and escrow accounts. All account types are processed with the same 99.6% accuracy for compliance reporting and bar association requirements.
How does this help with case billing and client codes?
Our unique edit-before-export feature lets you add client codes, matter numbers, and case references to each transaction before downloading. This makes billing reconciliation, expense tracking, and cost recovery much easier for legal professionals.
Is it safe to upload my law firm financial statements?
Absolutely. We use attorney-client privilege compliant 256-bit SSL encryption for all uploads. Your statements are processed instantly and automatically deleted after conversion. We never store your financial data, ensuring complete confidentiality.
Does it work with Clio, MyCase, and other legal software?
Yes! Our Excel and CSV outputs are specifically formatted for import into Clio, MyCase, PracticePanther, Rocket Matter, and other popular legal practice management systems. Also integrates with QuickBooks and Xero for accounting.
How much time will this save my firm?
Most law firms report saving 10-20+ hours per month on trust account reconciliation and financial management. With attorney and paralegal billing rates, this typically translates to $2,000-$5,000+ in monthly savings.
Related Resources
Ready to Transform Your Law Firm's Financial Workflow?
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