LexTabs
FREEnoDOCS4/5
LE5.3#18of 40
outWeb
Ranked in Legal Trust Accounting Software·Free trial·paid from $39/mo
About
LexTabs is ranked #18 of 40 in legal trust accounting software on Inferse. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $39/mo.
Compared on legal trust accounting software
- Free plan
- Nolextabs.com
- Paid from
- $39/molextabs.com
- Three-way reconciliation
- Yeslextabs.com
- Matter-level trust ledgers
- Yeslextabs.com
- Audit trail
- Yeslextabs.com
- Primary platform
- weblextabs.com
Facts
- Purpose
- LexTabs is an AI-powered trust accounting and IOLTA compliance platform designed for legal professionals and law firms.lextabs.com · 30 Sept 2026
- Bank connection
- LexTabs connects to major banks with read-only access and imports existing transactions in under five minutes.lextabs.com · 30 Sept 2026
- AI automation
- The platform categorizes transactions, detects potential IOLTA violations, generates natural-language compliance reports, parses documents, and provides predictive cash-flow alerts.lextabs.com · 30 Sept 2026
- Reconciliation
- LexTabs performs three-way reconciliation across bank statements, client ledgers, and the general ledger.lextabs.com · 30 Sept 2026
- State coverage
- LexTabs includes compliance rules for all 50 states and automatic rule updates.lextabs.com · 30 Sept 2026
- Client approvals
- LexTabs supports secure client approval requests with digital signatures, consent audit trails, and tamper-evident records.lextabs.com · 30 Sept 2026
- Document vault
- The secure document vault provides encrypted storage, role-based access control, OCR indexing, and matter-level organization.lextabs.com · 30 Sept 2026
- Integrations
- Clio two-way synchronization is listed as available; Microsoft 365, QuickBooks, and custom API access are listed as coming soon in the documentation.lextabs.com · 30 Sept 2026
- Bank and identity services
- LexTabs uses Plaid for bank connectivity and Stripe Identity for counterparty verification, without storing online banking credentials.lextabs.com · 30 Sept 2026
- Security
- The security program references NIST CSF 2.0 and includes TLS 1.2+, AES-256 at rest, role-based access, mandatory MFA for production and administrative access, annual penetration testing, and encrypted backups.lextabs.com · 30 Sept 2026
- Data use
- LexTabs says client and matter data is processed as a service provider and is not used to train third-party foundation models without explicit consent.lextabs.com · 30 Sept 2026
- Support
- Support options include email support, priority support with an account manager on Pro, a community forum, documentation, phone support at (877) 730-5999, and [email protected].lextabs.com · 30 Sept 2026
- Documentation status
- The documentation marks core trust management, reconciliation, wire transfers, Clio integration, and AI transaction processing as available, while API access and a mobile app are in development.lextabs.com · 30 Sept 2026
- Maker
- LexTabs is operated by Almedeo Inc., a US company.lextabs.com · 30 Sept 2026
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Where it ranks on Inferse
Sources
- lextabs.com· checked 30 Sept 2026
- lextabs.com/features· checked 30 Sept 2026
- lextabs.com/documentation· checked 30 Sept 2026
- lextabs.com/privacy· checked 30 Sept 2026
- lextabs.com/pricing· checked 30 Sept 2026