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Configurable legal practice management software for managing clients, matters, documents, tasks, time recording and billing. Automated workflows connect administrative and legal work; the Builder module adds document assembly using matter data.

Jurisdiction: National · Task: First trust account

Firm size fit

Designed particularly for midsize law firms.

Pricing model

Per-user pricing plus implementation fees; request regional pricing.

Deployment

Cloud-based platform.

Practice management and trust accounting system, part of the Dye & Durham stable. Formerly Lexis Affinity.

Jurisdiction: National · Task: First trust account

Deployment

On premise

ANZ's statutory trust account for solicitors, conveyancers and agents holding client money, with interest remitted to the relevant statutory body.

Jurisdiction: National · Task: First trust account

Discipline

Bank — statutory trust account

Practice management and trust accounting system, part of the Dye & Durham stable.

Jurisdiction: National · Task: First trust account

Deployment

Cloud

BOQ's solicitors trust account, sold as an industry-specialist account.

Jurisdiction: National · Task: First trust account

Discipline

Bank — statutory trust account

Bendigo Bank's regulated trust accounts, including a dedicated solicitors trust account.

Jurisdiction: National · Task: First trust account

Discipline

Bank — statutory trust account

Legal accounting and practice-management software for Australian and international law firms. BHL Insight supports accounting, document management, document assembly and connected workflows through local-server and hybrid options. BHL Cloud and SpeediDocs extend access, matter administration and Microsoft Office document workflows.

Jurisdiction: National · Task: First trust account

• Trust accounting
• Software
• Sole practitioner

Australian practice management and trust accounting system.

Jurisdiction: National · Task: First trust account

Deployment

Cloud

Cloud legal software combining matter administration, time and expense recording, billing, documents, calendars and client communication. Clio Manage supports practice operations; Clio Grow, Draft and Work provide additional intake, document automation and legal AI capabilities, depending on the plan.

Jurisdiction: National · Task: First trust account

Firm size fit

Sole practitioner, Boutique, Mid-size

Pricing model

Per-user tiered subscriptions; optional products and add-ons.

Deployment

Cloud platform with mobile access.

CBA's statutory deposit account for solicitors holding client money.

Jurisdiction: National · Task: First trust account

Discipline

Bank — statutory trust account

Payment processing and merchant services.

Jurisdiction: National · Task: First trust account

Pricing model

Per transaction

Deployment

Cloud

Chartered accounting and advisory business working with law firms on financial reporting, tax, business planning and succession. Its law-firm offering includes fractional CFO support and MiNumbers reporting for understanding fee-earner and practice performance.

Jurisdiction: National · Task: First trust account

Discipline

Accounting, Tax, financial management, fractional CFO and succession advice.

Legal practice management software combining matter and document management, time recording, billing, trust accounting and Australian forms and precedents. LEAP also offers integrated client collaboration and legal AI tools.

Jurisdiction: National · Task: First trust account

Firm size fit

Sole practitioner, Boutique, Mid-size

Pricing model

Subscription licensing. Obtain a written quote covering licences, contract term, renewal and any additional products or services; LEAP directs licence pricing and renewal questions to its Accounts team.

Deployment

Hybrid

Trust accounting software operated by the Law Institute of Victoria for its members.

Jurisdiction: National · Task: First trust account

Deployment

Cloud

Cloud practice management software combining matters, CRM, document templates, time recording, invoicing, trust accounting, tasks, calendars and reporting. Other functions include safe custody records and AI-assisted content analysis.

Jurisdiction: National · Task: First trust account

Deployment

Cloud-based platform.

Banking services for legal practices, including business transaction and trust accounts, investment accounts and term deposits. Dedicated legal-industry relationship teams help firms assess banking arrangements and connect day-to-day financial operations.

Jurisdiction: National · Task: First trust account

Discipline

Business banking and trust accounts for legal practices.

Australian legal practice and finance software from DataChef, built on Microsoft Dynamics 365 Business Central. MatterX Legal Finance includes practice accounting and trust-account workflows; the wider suite lists additional products at preview or planned stages.

Jurisdiction: National · Task: First trust account

Deployment

Cloud

Practice management and trust accounting built for migration practices.

Jurisdiction: National · Task: First trust account

Deployment

Cloud

NAB's statutory trust account for solicitors and other regulated professions, with automatic interest remittance to the governing body.

Jurisdiction: National · Task: First trust account

Discipline

Bank — statutory trust account

Practice management and trust accounting, sold through GlobalX and part of the Dye & Durham stable.

Jurisdiction: National · Task: First trust account

• Trust accounting
• Software
• Sole practitioner