Law Firms
NetSuite for law firms, built around the matter
Law firms need every dollar tied to a client and a matter, and client funds kept apart from operating money. Zenardy implements Oracle NetSuite with trust accounting, matter-based financials and connectors to the case-management tools your team already uses.
Challenges we solve
- Keeping client trust (IOLTA) funds separate and reconciled
- Tracking costs, fees and settlements by case and matter
- Re-keying time, expenses and payments between case management and accounting
- Producing client ledgers and LEDES e-bills
- Seeing performance by attorney, matter and client
Since 2018
NetSuite Alliance Partner
200+
NetSuite customers
100+
NetSuite consultants globally
IOLTA
Trust accounting built in
Zenardy's law firm IP and capabilities
Features
Zenardy packages the configuration, design patterns and connectors for end-to-end, integrated law firm operations.
Matter-centric financials
Cost, fee, settlement and payment captured by case and matter against each client.
Billing and revenue
Time-based and fixed-fee billing with consolidated, rules-based invoicing.
Insights and reporting
Firm, attorney, matter and client performance dashboards.
Trust accounting design
Client-fund segregation, trust GL posting and reconciliation patterns.
Client ledger and LEDES
Client ledger reporting, LEDES e-billing and P&L by attorney.
Case-management connectors
Pre-built, bi-directional connectors to Clio, Filevine, Litify and more.
Packaged offerings
Ready-made for legal
Customization
Case Management Bundle
Connectors for Clio, Filevine, Litify, Salesforce, Smart Advocate, PC Law and Novellum.
Trust Accounting (IOLTA)
Client funds held in trust, posted to the right GL accounts and reconciled.
Consolidated invoicing
Rules-based, consolidated invoices with client ledger reporting.
Case study: Filevine and NetSuite, fully integrated
Features
The firm: a leading catastrophic injury, medical malpractice and product liability litigation firm.
What we did: connected Filevine and NetSuite into one integrated legal operation, and migrated more than 25 years of historical client, case and financial data.
What flows between the systems:
- Cases and matters ↔ projects and customers
- Vendor bills, credit card transactions and checks
- Checks and deposits
- Expenses
- Trust checks and deposits
Outcome: a streamlined case management flow and a significant reduction in manual data and time entry.
How a settlement flows through trust
Features
A simplified example: a $100,000 settlement, a $25,000 fee and $15,000 of case costs. Trust and operating money stay apart, and every step is tied to the client and the matter.
| Step | What happens | Debit | Credit | Amount |
|---|---|---|---|---|
| Trust deposit | Settlement received from the insurance company | Trust bank account | Trust liability | $100,000 |
| Trust check | Earned fee moved from trust to operating | Operating bank account | Trust bank account | $40,000 |
| Bill | Cost incurred on behalf of the client | Client expense | Accounts payable | $15,000 |
| Bill payment | Vendors, experts or doctors paid | Accounts payable | Operating bank account | $15,000 |
| Customer invoice | Client billed: $25,000 fee + $15,000 costs | Accounts receivable | Legal income $25,000 · Client expense $15,000 | $40,000 |
| Customer payment | Invoice settled from the client’s trust balance | Trust liability | Accounts receivable | $40,000 |
| Final check | Remaining balance paid to the client | Trust liability | Trust bank account | $60,000 |
At the end, the trust account and the client’s trust liability are both back to zero, and the firm keeps its $25,000 fee.
Law firms that work with Zenardy
Features
Frequently asked questions
FAQ
Yes. Client funds are kept separate, posted to trust GL accounts and reconciled.
Clio, Filevine, Litify, Salesforce, Smart Advocate, PC Law and Novellum, with pre-built, bi-directional connectors.
Yes. For one litigation firm we migrated more than 25 years of client, case and financial data into NetSuite.
Yes, along with client ledger reporting and P&L by attorney.
Talk to our team about trust accounting and case-management integration.