Keep your stack. Close the gap in it.
TriBalance is the monthly trust-account control layer. It works alongside QuickBooks, Clio, MyCase, and your bank's exports to reconcile the three sources your bar expects to agree, surface exceptions, and keep attorney sign-off explicit. It does not replace your practice management, and it does not replace your operating books.
Every tool keeps its own job.
Your practice management
Clio, MyCase, or whatever runs your matters: intake, time, billing, documents, client communication. TriBalance does not manage matters. It consumes the trust activity your system already records, as a simple export.
Your accounting
QuickBooks or Xero keeps running your operating books, payroll, and taxes. General accounting tools are built for businesses, not for per-client trust controls. That is the one job TriBalance takes off them.
Your bank
The statement remains the outside source of truth for cash. TriBalance never connects to the account and never asks for credentials. You export the statement CSV once a month, and that is the entire relationship.
TriBalance: the monthly close
Takes the three exports your stack already produces and runs the controlled close: three-way reconciliation to the cent, an exception register with evidence, an independent review step, explicit attorney sign-off, and a retained, review-ready pack.
One rule keeps the setup honest: a single canonical trust ledger. TriBalance reconciles the records your systems already keep. It does not ask you to maintain a second, competing version of the same ledger.
The monthly rhythm, end to end.
Export from your tools
Bank statement CSV from your bank portal. Trust journal export from your accounting or practice-management system. Client-ledger balances from wherever you keep per-matter records.
Upload once
Three files into one close. Preflight checks validate completeness, period alignment, and opening-balance continuity before any reconciliation math runs.
Reconcile and resolve
The engine computes the three-way and surfaces exceptions with linked evidence. Your operator resolves data issues with notes; anything requiring legal judgment is routed to a person, never decided by software.
Review, sign, retain
An independent reviewer checks the pack, the attorney signs the exact report version, and the close is retained with its sources and hashes. Exportable as PDF and CSV whenever you need it.
What TriBalance deliberately is not.
A control layer earns trust by refusing to sprawl. TriBalance does one job, the monthly trust close, and stays out of the rest of your practice.
- 01Not practice managementNo matters, no time entries, no billing, no client portal. Your PM system keeps that job.
- 02Not general bookkeepingOperating books, payroll, and taxes stay in QuickBooks or Xero, where they belong.
- 03Not a bank or payments productNo account connection, no credentials, no money movement of any kind.
- 04Not an auditor or certifierThe pack is structured for attorney review. It is not an audit, an attestation, or a compliance guarantee.
- 05Not a substitute for judgmentThe software reconciles and flags. The attorney judges and signs. That boundary is the product.
An honest fit check
Coexistence questions, answered plainly.
Do I stop using QuickBooks?
Does TriBalance sync live with Clio or MyCase?
Do I have to re-enter my client ledgers?
What does switching cost if it does not work out?
Your tools stay. The gap closes.
Bring last month's three exports to a guided first close and see the full three-way run on your own books.
Want the mechanics first? Read how the three-way works.