Law Firm Accounting Virtual Assistant for Hire

Specialized Legal Accounting

More Billable Hours.
Less Bookkeeping.

Match with a pre-vetted Legal Accounting Specialist familiar with Clio, MyCase, and IOLTA compliance. Save 50% on labor costs with a Complimentary Dedicated Supervisor included.

IOLTA Compliance

Meticulous 3-way reconciliation (Bank, Book, Client Ledger) to ensure State Bar compliance.

Legal Tech Experts

Proficient in Clio, MyCase, PracticePanther, LEAP, and CosmoLex integration.

Free Supervision

A dedicated Project Manager oversees your specialist to guarantee accuracy and confidentiality.

Law Firm Accounting Tasks

Specialized support for Solo Practitioners, Small Firms, and Boutique Practices.

Trust Account (IOLTA) Reconciliation
Client Cost Advancement Tracking
Invoicing & Accounts Receivable
Retainer Replenishment Requests
Credit Card & Operating Reconciliation
Matter-Specific Expense Allocation
Payroll Processing
Monthly Financial Reporting
Budgeting & Cash Flow Forecasting

Why SageDoer?

Pre-Vetted Pool

We deploy specialists from our existing bench of legal accounting experts. No interviews needed.

Free Supervisor

Your dedicated Project Manager ensures every transaction is categorized correctly.

Daily Reporting

Receive End-of-Day reports confirming all trust transfers and postings are complete.

Instant Comms

Direct access via Slack/Teams. We work in your time zone to support your attorneys.

Simple, Transparent Pricing

No setup fees. No long-term contracts. Cancel anytime.

Part-Time

Save 50%

For solo practitioners.

~~$14/hr~~
$7/hr

Billed Monthly

Total: ~$560 / Month
  • ✔ 20 Hours / Week
  • ✔ Free Project Manager
  • ✔ Trust/IOLTA Reports
  • ✔ Backup Resource Included
Select Plan
BEST VALUE

Full-Time

Save 50%

For growing law firms.

~~$12/hr~~
$6/hr

Billed Monthly

Total: ~$960 / Month
  • ✔ 40 Hours / Week
  • ✔ Free Project Manager
  • ✔ Dedicated Support Team
  • ✔ Priority Deployment
Select Plan

How It Works

01
Share Requirements

Tell us your Practice Management Software (e.g., Clio) and specific needs.

02
Match & Select

We select the best fit from our pre-vetted legal accounting pool. No interviews.

03
Onboarding

Our PM sets up secure access and establishes the 3-way reconciliation workflow.

04
Freedom

Your specialist starts immediately. You focus on billable hours.

Frequently Asked Questions

Do you understand IOLTA and Trust Accounting?
Absolutely. This is our primary focus for law firms. Our specialists understand the critical importance of keeping client funds separate from operating funds and performing the required 3-way reconciliations to ensure State Bar compliance.
Which Practice Management software do you support?
We have specialists proficient in Clio, MyCase, PracticePanther, LEAP, CosmoLex, and Rocket Matter, as well as their integrations with QuickBooks Online and Xero.
How do you handle confidentiality?
We adhere to strict confidentiality protocols. All specialists sign NDAs. We utilize secure password management (LastPass/1Password) and encrypted communication channels to protect client privilege.
Can you handle Hard vs. Soft Cost allocations?
Yes. We track advanced client costs (filing fees, expert witnesses) diligently to ensure they are billed back to the client and reimbursed to the firm correctly.

Ready to Streamline Your Firm's Finances?

Get a dedicated legal accountant and a free supervisor today.

Get Started Now