Some of the best things we build do not start as products. They start as a problem a real client is losing sleep over. The Law Firm Accounting Bundle is exactly that story, and today we are releasing it to everyone.
The problem that started it
A firm we work with serves law offices, and law firms are not like other businesses. They keep two completely separate sets of books.
The first is the operating side, the same books any business runs. The second is the one that can end a career: the client trust account, or IOLTA. Money held in trust is not the firm's money. It can never be commingled. No client's ledger may ever go negative. And the bank balance, the book balance, and the sum of every individual client ledger must all agree to the penny in what is called a three-way reconciliation.
Generalist bookkeeping simply does not do this. It is precisely where firms get into trouble, and where a good bookkeeper or accountant becomes indispensable. Our client needed AI that could run both sets of books to bar-compliance standards. So we built it.
What we built
The Law Firm Bundle is 17 agents covering the full life of a law firm's books, from setup to trust protection to billing to firm performance:
Setting up the operating books and a trust-aware chart of accounts. Protecting the trust with IOLTA three-way reconciliation and a client trust ledger and balance monitor. Handling fees the right way, with earned-fee transfers, retainer and advance-fee classification, and collections. And finally reading the firm like an owner, with cash flow forecasting, budget versus actual narration, KPI scorecards, and matter-level profitability and realization.
In other words, it does the dangerous, detailed, easy-to-get-wrong work, so the professional can focus on the client.
It worked so well for that one firm that keeping it to ourselves felt wrong. So here it is for you.
The bigger idea: you no longer have to specialize
Here is what excites me most. For years, the advice to accounting professionals has been to niche down, pick an industry, and hope you chose the right one.
We think there is a better way. Instead of forcing you to specialize, we will make you the expert, by industry. Law firms today. More verticals every month. When a client in a new industry walks through your door, you do not have to turn them away or spend months learning their world. You reach for the bundle built for it.
The bundles we offer today
Here is the full lineup, each one built for a specific kind of work:
- Bookkeepers Bundle — the core monthly close: bank and credit card reconciliation, month-end close, AP and AR, cash flow, and cleanup.
- Tax Bundle — quarterly estimates, 1099 prep, sales tax filing, and busy-season prompts.
- Client Onboarding Bundle — proposals, engagement letters, intake, discovery, and welcome packets.
- Accounting Firm Bundle — run your firm with AI: strategy, playbooks, roadmaps, and delegation.
- Audit / Review / Quality Bundle — workpaper QC, sampling, confirmations, and materiality.
- New Business Bundle — entity and tax setup, startup costs, pricing, and first customers.
- Payroll Bundle — onboarding, pay runs, 941 reconciliation, and year-end W-2 and 1099.
- Practice Growth Bundle — LinkedIn engine, referrals, lead magnets, and positioning.
- Nonprofit Accounting Bundle — fund accounting, functional expenses, grants, and Form 990 readiness.
- CFO / Advisory Bundle — higher-level advisory and CFO tools for firms moving upmarket.
- Law Firm Bundle (new) — trust-aware books, IOLTA three-way reconciliation, client ledgers, and matter profitability.
More verticals are on the way, every month.
Start free, and climb at your own pace
You do not have to make a big decision to begin. You just have to start. Here is the path:
Free: claim a free AI agent and join our community. See what these tools can do with zero risk.
$99: build your own bundle, any five agents you choose.
$249: any full industry bundle, like the new Law Firm Bundle.
$799: the complete library, all 71 agents, or any five bundles.
$1,000: one month of top-tier, done-with-you access, where we help you put it all to work.
Every step builds on the last, and you move up only when you are ready.
Come see for yourself
The best way to understand what is possible is to try it. Start free, claim an agent, and get a feel for the work these tools take off your plate.
Claim your free AI agent Join our free community See all the bundles
And if you would like to talk through where to start, I am always happy to help: grab 15 minutes with me.
Join our next free workshop
Want to see it all live? Our next free AI workshop is Thursday, July 30 at 10:00 AM CST. We will show you, in real time, what AI can do for your firm and your clients. It is free, and you must register to attend or to receive the replay, so reserve your spot even if you cannot make it live.
Register for the July 30 workshop
We built this because a client needed it. Now it is yours. This is where the future is going, and I would love to have you come with us.
More opportunities. More freedom. More legacy. Yvonne Legacy SBC × AI for Accounting
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