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What is firmTRAK?

We are a specialized bookkeeping service and legal consultancy focused on providing actionable financial insights, co-founded by attorneys and accountants to deliver unparalleled accounting solutions tailored for law firms, enhanced by our innovative firmTRAK Visualize application. With a rich decade of experience in offering thorough accounting services and advanced reporting designed specifically for legal practitioners, our founding partner, who actively practices law, possesses an in-depth understanding of the critical needs that enable law firms to prosper. Our expert team is skilled at instilling organizational discipline, ensuring that your online operations function smoothly and effectively. Through the firmTRAK platform, we produce accurate and timely reports that integrate seamlessly with your chosen merchants and technological solutions. Being a small business ourselves, we recognize the dedication required for growth, which fuels our commitment to empowering smaller enterprises. Our unwavering focus on exemplary customer service and transparent communication is central to our philosophy, enabling trades and professional services to thrive. Ultimately, we view our achievements as closely linked to those of our clients, placing their development at the forefront of our objectives, as we strive to be a reliable partner in their journey towards success. By fostering strong relationships and understanding their unique challenges, we aim to provide tailored solutions that drive sustainable growth.

What is Nota?

Nota is a no-cost, cloud-based platform specifically designed for solo attorneys and small law firms, developed with insights from legal practitioners. It offers a robust suite of features including three-way reconciliation, check printing options, and smooth integration with practice management, accounting, and payment systems, all focused on boosting your operational productivity. Nota ensures clear pricing and offers dedicated assistance from bankers who specifically cater to the needs of legal professionals. Users can effortlessly categorize and track their income and expenditures, which encompass payroll, rent, court fees, and client payments, thereby guaranteeing thorough financial management. Each transaction in your checking account can be meticulously assigned to particular categories for precise tracking. The era of clunky spreadsheets or ledgers for monitoring client balances is over. Furthermore, transactions within your IOLTA account can be directly associated with specific client matters, facilitating real-time reconciliation with exactitude. You can leverage Nota’s three-way reconciliation report to make this crucial process more efficient. The platform also allows for the convenience of printing checks directly from your IOLTA account to either your home or office printer, enhancing its user-friendly attributes. With Nota, the management of your law firm’s finances is more efficient and straightforward than ever before, making it an essential tool for modern legal practices. Its comprehensive features empower attorneys to focus more on their clients and less on financial administration.

Media

Media

Integrations Supported

Clio
Gusto
PracticePanther Law Practice Software
Xero

Integrations Supported

Clio
8am LawPay

API Availability

Has API

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

firmTRAK

Company Location

United States

Company Website

www.firmtrak.com

Company Facts

Organization Name

Nota

Company Location

United States

Company Website

www.trustnota.com

Categories and Features

Business Intelligence

Budgeting & Forecasting
Dashboard
Key Performance Indicators
Predictive Analytics
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Budgeting & Forecasting
Dashboard
Key Performance Indicators
Predictive Analytics

Data Analysis

Predictive Analytics
Text Analytics

Data Visualization

Dashboard Creation
Visual Discovery

Categories and Features

Law Firm Accounting

Not specified

Trust Accounting

Not specified

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