CountCore for law firms
Your trust account reconciles itself. Your lockup stops hiding.
CountCore syncs your books daily, runs the three-way trust reconciliation your bar requires every day, and names the receivables that are quietly costing you cash — with a licensed CPA reviewing anything that needs judgment.
Median lockup
75 days
Days of annual revenue tied up as unbilled work or unpaid invoices. At the profession's medians, only about 30% of a lawyer's working day converts to collected cash.
Clio Legal Trends Report 2025
What makes this industry different
Three problems the generic bookkeeper never touches.
Monthly
Trust accounting is license risk, not bookkeeping
Most state bars require a three-way reconciliation of the IOLTA account — bank statement against your books against every client's sub-ledger, to the penny. It's the first thing an examiner pulls, and most firms do it quarterly, in a spreadsheet, under pressure.
e.g. Illinois Rule 1.15A (2023)
43 + 32
Lockup eats cash you already earned
Realization lockup and collection lockup — days of revenue stuck as unbilled work and unpaid invoices. Nobody chases it because nobody has a list of which matters and which clients are responsible.
Clio Legal Trends Report 2025 medians
88% / 93%
Write-downs happen quietly
Median realization and collection. Every point below is work your people did that the firm never got paid for — invisible unless someone measures your own rates against the profession every single month.
Clio Legal Trends Report 2025
The one that protects the license
Three records. One answer. Checked every day.
This is the reconciliation your bar mandates, run continuously instead of quarterly. In the live demo it caught a $1,250 card payment that had been deposited into the trust account but booked as fee income — money sitting in trust that no client ledger accounted for.
Required monthly or quarterly by most state bars
When the three disagree, CountCore names the amount, explains the likely cause, and tells you the entry to make — before it becomes an audit finding.
What you get
Built for the work, not renamed for the brochure.
Three-way trust reconciliation, continuously
Bank balance, the client-funds liability on your books, and what every client ledger says is theirs — checked every day. Any disagreement becomes a named exception with a dollar amount and the correction to make. A clean, empty list is the goal.
See the live trust reconciliation→The lockup report your monthly package should lead with
Receivables aged in dollars and days, bucketed from not-yet-due through 90+, with the largest stuck balances named by client and matter. It's a call list, not a chart.
See the live lockup report→Production and realization by timekeeper
Hours, billed value, and the rate actually invoiced against your rate card — per partner, associate, and paralegal — so write-downs surface as a number instead of a feeling.
See production & rates→Your firm against the profession, every month
Realization, collection, and lockup computed from your own books and set beside the published medians, so you know whether a soft month is you or the market.
See benchmarks→Proof, not promises
See it running on a real company’s books — right now
Straight answers
What runs today, and what needs a connection.
Where a source isn’t connected, the product says so on the screen. No number in CountCore is ever invented to fill a gap.
Live today
- QuickBooks Online — clients, invoices, payments, chart of accounts, trust journal entries
- Three-way trust reconciliation with typed exceptions
- AR aging and lockup, realization and collection, client and practice-area profitability
- Ramp — card and vendor spend
- Licensed CPA review of anything requiring judgment
Connect next
- Clio or your practice-management systemTrue utilization and unbilled WIP — the other half of lockup
- Plaid bank feedBank-against-books corroboration on the operating account
- Gusto or ADPPayroll detail behind compensation and draws
Who we serve
Also serving
Law firms
IOLTA three-way reconciliation, realization, and lockup — checked every day.
You’re here→Real estate & property management
Broker trust and security-deposit accounts reconciled the way your state requires.
See how it works→Professional services
Realization, effective rate, and client profitability from the work you already invoice.
See how it works→Not listed? It works the same whatever you do — your books, your bank, and any money you hold for other people still have to agree. Talk to a CPA about your practice.