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Back-Office Support for Law Firms | Pivit
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Your Practice Is Built on Trust. Your Financial Systems Need to Reflect That.

Law firms handle client funds. That's not an administrative detail, it's a fiduciary obligation. Trust accounts must reconcile to the penny. Client funds must stay segregated from operating funds at all times. A commingling error doesn't just create an accounting problem. It creates a bar complaint.

Beyond trust accounting, firms deal with matter-based billing, complex partner compensation, associate and paralegal payroll across different structures, and operational workflows that become harder to manage as the firm grows. The managing partner ends up spending their most valuable hours on internal administration instead of client development and case strategy.

Most law firms don't have a finance team. They have a managing partner doing everything, an overwhelmed office manager, or a bookkeeper who doesn't understand trust accounting rules. Pivit fills that gap with structured, compliance-aware financial operations.

Financial and Operational Structure Built for Legal Practice

Every Pivit service applies to law firms. Here's how each one works in a legal practice context:

Process Systemization

Client intake, matter opening, conflict checks, document management, case progression workflows, and closing procedures, documented and standardized. Every attorney, paralegal, and support staff member follows the same process. Nothing gets missed.

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Workflow Automations

Automate deadline reminders, statute of limitations tracking, client communication triggers, billing notifications, and internal task assignments. Your firm stays on top of critical dates and handoffs without relying on anyone's memory.

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Administrative Assistance

Calendar management across attorneys, court filing coordination, client correspondence, vendor follow-ups, document preparation, and internal scheduling. The administrative load that buries managing partners and office managers gets handled systematically.

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Bookkeeping

Trust account reconciliation with strict segregation from operating accounts. Matter-based revenue and expense tracking. IOLTA compliance. Monthly financial reporting with the precision and documentation standards legal practice demands.

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Payroll

Partners, associates, paralegals, legal assistants, and contract attorneys, each with different compensation structures. Draws, guaranteed payments, performance bonuses, and hourly wages managed accurately across the firm.

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Tax

Financial records organized by entity type and partner structure. Partner K-1 supporting documentation maintained year-round. Quarterly estimated taxes tracked. Year-end tax packages prepared for each entity your CPA needs to file.

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This Is for You If…

Your trust accounts aren't reconciled as often or as precisely as they should be.

And you know that's a risk you can't afford. A bar complaint is not a recoverable situation.

The managing partner is doing bookkeeping, payroll, and office management.

Instead of business development, client relationships, and case strategy, where their time actually belongs.

Your partner compensation structure is getting complicated.

Draws, guaranteed payments, performance-based splits, and equity changes that your current bookkeeper can't handle cleanly.

You're growing but your internal operations aren't keeping up.

New associates and support staff have no documented processes to follow. Everything depends on the office manager's institutional knowledge.

Tax season requires your CPA to reconstruct half your records.

Because matter-level tracking, trust account documentation, and partner distributions aren't organized throughout the year.

Most Law Firms Start Here

The entry point depends on where the firm's biggest operational risk sits:

Bookkeeping + Tax

Trust account reconciliation, operating account management, and year-end tax packages for partnership entities. The highest-priority starting point for firms with fiduciary obligations.

Bookkeeping + Payroll

When partner compensation, associate payroll, and contractor payments need to be managed alongside clean financial records.

Process Systemization + Admin Assistance

For firms where the managing partner is buried in internal operations. Document the workflows, then delegate the administrative execution.

Not sure where your firm's biggest gap is? The diagnostic will tell us.

Book Your Free Diagnostic

Questions from Law Firm Owners

Yes. We maintain strict segregation between trust and operating accounts, reconcile trust accounts with the precision bar regulations require, and ensure client funds are never commingled with firm operating funds. If your current books have trust accounting issues, we can identify and correct them during onboarding.

Yes. We track revenue and expenses at the matter level so you know which cases and clients are profitable, which are costing the firm margin, and how work-in-progress relates to collected revenue.

That's exactly the kind of payroll complexity we handle. Partners, associates, paralegals, and contract attorneys on different compensation models, all managed within one coordinated system with proper reporting and tax documentation.

If your current bookkeeper understands trust accounting, IOLTA rules, and matter-based tracking, we can complement their work with process documentation, payroll, tax readiness, and admin support. If they don't have that expertise, we can take over the full financial function with the compliance awareness your firm requires.

Yes. Process Systemization covers client intake workflows, matter opening procedures, conflict check processes, filing protocols, closing procedures, and any internal operations your firm runs. When a new associate or paralegal joins, they follow documented procedures instead of shadowing someone for months.

Book a free diagnostic. We'll assess your firm's current financial and operational structure, identify compliance risks and efficiency gaps, and outline a clear plan.

Your Firm's Reputation Depends on Precision. So Should Your Back Office.

Book a free diagnostic. We'll assess your trust accounting, financial operations, and internal workflows and show you what compliance-grade structure looks like.


Book Your Free Diagnostic