Managing law firm finances is complex, but the right system can change everything. Codence, with Genesis Accounting, delivers software built for legal teams so you can simplify trust accounting, stay compliant, and focus on your clients.
Law firm accounting comes with unique rules, risks, and compliance needs, especially around trust funds and client billing. Many firms rely on outdated spreadsheets or generic tools that don’t meet the precision or control modern practices demand.
That’s where Codence makes a difference. Built on FileMaker, Genesis Accounting is tailored to legal finance challenges.
In this post, we’ll break down how FileMaker solutions reshape legal accounting and provide flexible tools that fit the way law firms work.
What Law Firms Need from Their Accounting Systems
Legal accounting isn’t like many standard business accounting. Law firms must manage trust accounts, track billable hours, and produce reports for partners and offices without error.
Yet, many firms use software that wasn’t built for the legal field. If you’ve ever had to reconcile a trust fund manually or struggle with a spreadsheet before a partner meeting, you know the pain.
Law firms need tools that integrate with case management, simplify legal billing, and make multi-entity reporting easy. Efficiency starts with software designed for legal work.
Common Accounting Challenges in Legal Practices
Even organized firms hit roadblocks when tools fall short. These challenges slow teams down and add risk.
Managing Trust and Retainer Accounts Correctly
Handling client funds means strict rules and documentation. Trust and operating funds must stay separate, with accurate balances at all times.
Manual tracking with spreadsheets invites errors that can lead to compliance failures and serious consequences for your firm’s reputation.
Struggling with Non-Billable Work and Time Entry Gaps
Admin tasks like chasing time entries, reconciling reports, or correcting errors drain valuable time. Without proper billing integration, firms lose billable hours and create inconsistent records.
This non-billable work eats into margins and frustrates staff.
Limited Reporting Flexibility Across Cases or Partners
Standard software often can’t handle the reporting needs of law firms. From partner compensation to case-level profitability, firms end up exporting data and building reports manually, which takes time and increases risk.
In a competitive market, fast, accurate insights are essential.
How Genesis Accounting Solves Legal Accounting Pain Points
Genesis Accounting was built for law firms that need more than basic tools. Designed in FileMaker for legal finance, it offers precision, flexibility, and compliance features you can trust.
Powerful General Ledger Built for Multi-Entity Law Firms
Track revenue, expenses, and profitability by matter, partner, office, or department using flexible segments.
This gives operations teams clear answers fast, without hours spent untangling reports.
Easy Data Entry with Excel Imports and Batch Processing
Genesis supports Excel imports, batch entries, and audit trails to save time and reduce errors.
Month-end and data migrations become smoother and safer.
Built-In Bank Reconciliation and Trust Accounting Tools
Genesis keeps operating and trust funds separate, tracks activity in real time, and provides audit-ready records.
This helps teams stay compliant and reduces manual reconciliation errors.
Why Law Firms Trust Codence to Build Smart, Compliant Systems
Codence combines legal finance knowledge with technical expertise to build systems that work for modern practices. As a Claris Platinum Partner, Codence delivers FileMaker solutions that are secure, flexible, and built for legal complexity.
What makes Codence different is the way they work. They take time to understand your firm’s structure, accounting challenges, and workflows to design a solution that fits.
Compliance demands are growing. A PwC survey found 77 percent of companies say complexity has hurt their business. For law firms, trust accounting mistakes can have serious consequences. Codence helps you stay ahead with solutions designed for accuracy and control.
Ready to Modernize Your Law Firm’s Accounting?
If your current tools aren’t keeping up or are putting your firm at risk, it’s time for a change.
Genesis Accounting delivers accuracy, security, and efficiency tailored to law firms.
Request a consultation today and see how Codence can help your team gain clarity and control.
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