800.983.2701
Company Vitals
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Industry Focus

Legal

Trust accounting and profitability for law firms

Law firms and legal practices require meticulous trust accounting compliance, partner distribution clarity, and matter-level profitability reporting. Company Vitals brings the financial expertise to keep your practice compliant, profitable, and well-managed.

Common Financial Challenges

  • IOLTA and trust account compliance
  • Partner distribution and equity tracking
  • Matter-level profitability and realization rates
  • Billing and collections efficiency
  • Managing firm overhead against attorney productivity

How Company Vitals Helps

  • Maintain clean trust and operating account separation
  • Build partner capital and distribution tracking
  • Report on realization rates and collections by practice area
  • Improve billing cycle efficiency and AR aging management
  • Produce year-end financials for tax planning and distributions

Relevant Services

Controller ServicesBookkeepingFinancial ReportingQuickBooks Setup

FAQ

Common questions

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Book a free, no-pressure discovery call. You will speak directly with a member of our leadership team, not a salesperson.