firmTRAK Description
We are a bookkeeping service and legal firm dedicated to delivering actionable financial reports, established by both attorneys and accountants to offer exceptional accounting services tailored for law practices, supplemented by our innovative firmTRAK Visualize app. With a decade of expertise in providing comprehensive accounting solutions and enhanced reporting specifically for legal professionals, our founding partner, who is an active attorney, understands the essential requirements for law firms to thrive. Our knowledgeable team excels in fostering organizational discipline that ensures your online operations run efficiently. Through firmTRAK, we deliver precise and prompt reports compatible with your preferred merchants and technology platforms. As a small business ourselves, we appreciate the commitment needed for success, which drives our mission to empower small enterprises. Our dedication to outstanding customer service and clear communication is fundamental to our approach, helping trades and professional services flourish. Ultimately, we believe that our success is intertwined with the success of our clients, making their growth our top priority.
firmTRAK Alternatives
8am
8am is a unified, purpose-built platform for professional services firms—combining world-class tools for practice management, payments, automation, and compliance under one brand. The company’s ecosystem includes leading solutions such as LawPay for secure, next-day payments; MyCase and CasePeer for client and case management; DocketWise for immigration law automation; and CPACharge for accounting professionals. Together, these products streamline every stage of the client journey—from lead intake and scheduling to invoicing and analytics. 8am’s intelligent workflows help firms stay IOLTA-compliant, improve cash flow, and reduce administrative burdens, freeing professionals to focus on meaningful client work. Backed by enterprise-grade security and deep industry expertise, 8am provides reliability and peace of mind for regulated professionals. With over 20 years of innovation and partnerships with 175+ bar and professional associations, the company stands at the forefront of legal and financial technology. Whether you’re managing a small practice or scaling an enterprise firm, 8am delivers tailored solutions that drive productivity and client trust. By uniting technology and service, 8am helps professionals reclaim their day and achieve more with less effort.
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Xero
Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow.
Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place.
Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.
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DocketTrak
DocketTrak® offers an economical and highly effective docketing solution for law firms and corporate legal teams. This user-friendly platform is not only robust but also significantly simpler to navigate compared to pricier alternatives. With an affordable subscription starting at just $75 per month, organizations can enjoy the benefits without incurring any setup fees, cancellation charges, or long-term commitments, and there are no restrictions on the volume of records managed. DocketTrak® features an array of tools for intellectual property management and reminders, ensuring ease of use while maintaining powerful functionality. Additionally, it provides an option for clients to access their own docket records through personalized logins, which eliminates the need for status inquiries and enhances communication. This client access feature sets DocketTrak® apart from competitors, creating a unique value proposition. Users can also personalize their experience by adding their firm's logo and adjusting the color scheme to reflect their brand identity. The platform allows for configurable docket events and workflow statuses, promoting better organization and efficiency in legal management processes. Overall, DocketTrak® is designed to streamline operations while maintaining a professional appearance.
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Made For Law
Made For Law is a legal tech SaaS platform offering over 50 free, state-specific legal calculators and an embeddable lead generation suite for attorneys and law firms.
The public calculator library covers 11 legal practice areas — probate costs, executor fees, divorce financial planning, child support estimates, personal injury settlement ranges, homestead exemptions, Chapter 7 bankruptcy means tests, and more — with full coverage across all 50 states and 3,000+ U.S. counties.
Attorneys license the platform to embed these calculators on their firm websites. Each embedded tool functions as an interactive intake engine: it educates potential clients, captures contact information, and delivers branded results with PDF export. Leads route directly to the firm's CRM or email inbox.
The free public suite at madeforlaw.com drives organic discovery for families and individuals navigating legal costs. The attorney-facing SaaS layer converts that traffic into a measurable lead pipeline — no paid ads required.
Paid plans include white-label branding, lead capture forms, PDF report generation, advanced calculator configurations, and multi-calculator licensing. Designed for solo practitioners and small-to-midsize law firms.
Categories: Legal Software · Law Firm Marketing · Lead Generation · Practice Management Tools · Legal Calculators
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Pricing
Free Trial:
Yes
Company Details
Company:
firmTRAK
Headquarters:
United States
Website:
www.firmtrak.com
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Training Videos
Customer Support
Business Hours
Online Support
firmTRAK Features and Options
Business Intelligence Software
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Business Performance Management Software
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Data Visualization Software
Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery
Data Analysis Software
Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics
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