LexTabs
LexTabs is a web-based trust accounting and IOLTA compliance platform for legal professionals and law firms.
What LexTabs is
LexTabs is a web-based trust accounting and IOLTA compliance platform for legal professionals and law firms. It connects to major banks with read-only access and imports existing transactions in under five minutes. Its AI categorizes transactions, flags potential IOLTA violations, prepares natural-language compliance reports, parses documents, and provides predictive cash-flow alerts. LexTabs reconciles bank statements, client ledgers, and the general ledger, and includes rules for all 50 states with automatic updates. Client approval requests can include digital signatures, consent audit trails, and tamper-evident records. Its document vault provides encrypted storage, role-based access, OCR indexing, and matter-level organization. Clio two-way synchronization is available; Microsoft 365, QuickBooks, and custom API access are listed as coming soon. The company says it uses Plaid for bank connections and Stripe Identity for counterparty verification without storing online banking credentials. Security measures include TLS 1.2+, AES-256 encryption at rest, mandatory MFA for production and administrative access, annual penetration testing, and encrypted backups.
Good
- Includes compliance rules for all 50 states.
- Performs three-way reconciliation.
- Offers Clio two-way synchronization.
- Provides encrypted, matter-organized document storage.
- Plans start at $39 a month.
Watch out
- Microsoft 365, QuickBooks, and API access are coming soon.
- Mobile app is in development.
- No free plan is listed.
Who it suits
LexTabs suits law firms and legal professionals managing client trust accounts and IOLTA compliance. Teams needing three-way reconciliation, matter-level organization, and client approval records may find its tools pertinent.
Verdict
LexTabs combines trust accounting workflows, reconciliation, compliance rules, and document controls for legal practices. Confirm that its available integrations and plan structure match your firm's requirements.
Plans and prices
From LexTabs's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Basic Trust Management | $39 a month | 1 administrator · 500 GB storage · extra Admin $15/mo · Editor $10/mo · Viewer $5/mo · $39/month |
| Solo | $49 a month | 1 attorney license · unlimited client trust accounts · email support · $49/mo |
| Pro with AI | $59 a month | 1 administrator · 5 TB storage · extra Admin $25/mo · Editor $15/mo · Viewer $10/mo · $59/month |
| Firm | $99 a month | Up to 10 attorney licenses · team collaboration · priority support · $99/mo |
| Enterprise | Priced on request | 20+ users · volume discounts · additional features · Custom pricing |
The facts
Each one read from LexTabs's own pages, with the date it was checked.
What it does
- AI automation
- The platform categorizes transactions, detects potential IOLTA violations, generates natural-language compliance reports, parses documents, and provides predictive cash-flow alerts.checked 30 Sep 2026
- Bank and identity services
- LexTabs uses Plaid for bank connectivity and Stripe Identity for counterparty verification, without storing online banking credentials.checked 30 Sep 2026
- Bank connection
- LexTabs connects to major banks with read-only access and imports existing transactions in under five minutes.checked 30 Sep 2026
- Data use
- LexTabs says client and matter data is processed as a service provider and is not used to train third-party foundation models without explicit consent.checked 30 Sep 2026
- Documentation status
- The documentation marks core trust management, reconciliation, wire transfers, Clio integration, and AI transaction processing as available, while API access and a mobile app are in development.checked 30 Sep 2026
- Document vault
- The secure document vault provides encrypted storage, role-based access control, OCR indexing, and matter-level organization.checked 30 Sep 2026
- Integrations
- Clio two-way synchronization is listed as available; Microsoft 365, QuickBooks, and custom API access are listed as coming soon in the documentation.checked 30 Sep 2026
- Purpose
- LexTabs is an AI-powered trust accounting and IOLTA compliance platform designed for legal professionals and law firms.checked 30 Sep 2026
- Reconciliation
- LexTabs performs three-way reconciliation across bank statements, client ledgers, and the general ledger.checked 30 Sep 2026
- Security
- The security program references NIST CSF 2.0 and includes TLS 1.2+, AES-256 at rest, role-based access, mandatory MFA for production and administrative access, annual penetration testing, and encrypted backups.checked 30 Sep 2026
- State coverage
- LexTabs includes compliance rules for all 50 states and automatic rule updates.checked 30 Sep 2026
- Support
- Support options include email support, priority support with an account manager on Pro, a community forum, documentation, phone support at (877) 730-5999, and [email protected].checked 30 Sep 2026
Where it runs
- Client approvals
- LexTabs supports secure client approval requests with digital signatures, consent audit trails, and tamper-evident records.checked 30 Sep 2026
The company
- Maker
- LexTabs is operated by Almedeo Inc., a US company.checked 30 Sep 2026
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