Available-funds validation
Pending payments and uncleared deposits are considered before a disbursement can be approved, helping protect each client ledger from going negative.
AI-assisted trust & IOLA accounting
Prevent trust-account mistakes before money moves.
Ask questions about your books. Spot trust-account issues with automatic reviews and alerts. Prepare closing drafts with AI—all alongside your bank, QuickBooks, and the controls your firm relies on.
First 30 days freeThen $199/monthNo per-check fees
Trust accounting in 30 secondsEnglish audio · Captions available
Controls before cleanup
Reconciliation finds yesterday’s errors. FIDGARD helps prevent today’s.
Ordinary accounting software records what happened. FIDGARD adds matter-level safeguards at the moment your team prepares and approves trust activity.
Attorney-controlled approval
Staff can prepare the work while authorized attorneys retain control of the final approval step and every decision remains documented.
Protected ledger history
Cleared entries stay locked. Corrections use voids and reversals, preserving a readable history instead of silently rewriting the past.
AI in your daily workflow
Know what needs attention.
Ask. Review. Act.
Get help investigating trust-account issues, finding answers in your records, and preparing closing documents. Keep the evidence—and the decision—in your team’s hands.
Monitor
Trust Review
Find the issues that need a closer look.
Automatic checks flag unassigned deposits, negative client balances, stale checks, and reconciliation issues. AI explanations help your team understand the finding and what to review next.
Alerts that bring you back to the records
See Trust Review in a demo Scheduled checks notify your team about critical findings in the app, with push notifications where enabled. Open the finding to inspect its supporting records.
Ask
Ask the Books
Your questions. Your accounting records.
Ask in plain English about client balances, trust accounts, and uncleared transactions. Get answers grounded in your firm’s records, with supporting data to review.
Questions you can ask
See Ask the Books in a demo - “Show my client trust balances.”
- “Which checks are still uncleared?”
- “What needs attention?”
Prepare
AI closing review
Start with a draft you can verify.
Turn a closing statement into structured draft information and proposed disbursements. Compare the draft with the source document before your team approves the work.
Human review before money moves
See AI closing review in a demo Review payees, amounts, and matter details. FIDGARD’s balance controls and your firm’s approval process remain part of the workflow.
One controlled workflow
From bank activity to balanced books.
Every step stays connected to the client matter, the source document, the person who reviewed it, and the records needed for reconciliation.
Connect
Bring in trust-bank activity and keep QuickBooks aligned.
Attribute
Tie every deposit, check, and payment to the correct client matter.
Validate
Check collected funds and pending activity before money moves.
Approve
Route prepared disbursements to the authorized attorney.
Reconcile
Compare bank, trust liability, and matter-ledger totals.
Real FIDGARD product screens shown with demonstration data.
No rip and replace
Keep the tools—and the people—you already trust.
FIDGARD is a focused control layer, not another CRM or full practice-management system. Your bank remains your bank, QuickBooks remains your books, and your accountant remains part of the process.
- Connected bank activity and balance visibility through Plaid
- Accounting records created in FIDGARD posted to QuickBooks Online
- Matter-level records that complement your existing practice-management workflow
- Exportable records for your internal or outside accounting team
YOUR BANKClient fundsFirm-controlled accounts
Connected activity
CONTROL LAYERFIDGARDMatters · approvals · reconciliation
Records sent to QuickBooks
ACCOUNTINGQuickBooks OnlineGeneral ledger
Built for firms that hold client funds
One trust-accounting foundation. Different high-stakes workflows.
Primary workflow
Real estate closings
Turn closing statements into reviewed payment instructions, printable checks, matter-ledger entries, and a cleaner reconciliation trail.
Closing statement → reviewed disbursementsExplore real estate accounting Settlement controlPersonal injury firms
Track settlement proceeds, liens, fees, expenses, and client distributions against the funds available for each matter.
Settlement funds → controlled distributionExplore personal injury accounting15+years of hands-on trust-accounting experience
Founder-led product design and onboarding for law firms.
Built from direct experience
Trust-accounting practitioners built FIDGARD.
FIDGARD grew from hands-on trust-accounting work at LawLedgers, an accounting firm serving New York attorneys since 2010. That experience shaped the platform’s preventive controls, matter-level records, approval workflows, and practical migration process.
Meet LawLedgers — accountants for lawyers01 Law-firm specific02 Accountant compatible03 Founder-led onboarding
Trust by design
Your firm stays in control of every dollar.
FIDGARD coordinates records and approvals. It does not become the custodian of client funds or replace the people responsible for oversight.
Explore security & data handling01Encrypted connections and stored integration tokens
02Organization isolation and role-based access
03Protected ledger and activity history
04Human verification before approval
Simple, predictable pricing
Start with one controlled workflow.
Use the guided pilot to validate beginning balances, run in parallel, and complete a first clean reconciliation before expanding.
- 1Connect and validateConfirm accounts, beginning balances, and matter records.
- 2Run in parallelCompare outputs without disrupting daily operations.
- 3Move forward with confidenceAdopt the workflow after your team verifies the result.
FIDGARD TRUST ACCOUNTINGFirst 30 days free
$199/month after pilot
Your guided 30-day pilot is free. Billing begins afterward if you continue.
- Matter-level trust ledgers
- Bank-connected transaction workflows
- QuickBooks Online alignment
- Three-way reconciliation and reports
- Protected transaction history
- Check printing with no per-check fee
AI closing-statement processing$3 / closing
Multiple trust accounts? We will scope the rollout during your demo.
Book a 20-minute demoSee subscription and trial termsQuestions buyers ask
Clear answers before you connect anything.
Still evaluating the fit? Call (929) 560-4499 or email info@fidgard.com.
Does FIDGARD replace QuickBooks?
No. FIDGARD is the trust-accounting control layer between your bank, QuickBooks, and client matters. It strengthens the workflow while keeping the systems your firm already uses.
Does FIDGARD hold or move client funds?
FIDGARD does not hold, custody, or control client funds. Your firm remains the custodian and all funds remain in your firm-controlled bank accounts.
Can we migrate without disrupting daily work?
Yes. A guided pilot can start with one trust account, validate beginning balances, and run in parallel before your firm expands the workflow.
How is AI used?
Ask the Books answers plain-English questions using your firm’s accounting records. Trust Review combines automatic checks with AI explanations to help your team investigate findings. AI closing review turns source documents into structured drafts. Your team verifies the information and controls approval; AI does not approve or release payments.
Will Trust Review notify our team?
Yes. Scheduled background checks send in-app notifications for critical findings, such as unassigned deposits and negative client balances, with push notifications where enabled. Open the finding to review its supporting records and decide the next step.
Does FIDGARD guarantee Rule 1.15 compliance?
No software can guarantee compliance. FIDGARD supports recordkeeping, segregation, matter-ledger, reconciliation, and control workflows aligned with ABA Model Rule 1.15. State requirements vary and remain the firm’s responsibility.
Who is FIDGARD not for?
FIDGARD is not generic bookkeeping, a practice-management CRM, or investment and court-accounting software. It is a focused control layer for law firms that hold client funds.
What does FIDGARD cost?
The first 30 days are free. After the guided pilot, FIDGARD is $199 per month, plus $3 for each AI-processed closing statement. Check printing is included without a per-check fee.
See your trust workflow in FIDGARD
Book your 20-minute demo.
Tell us about your firm. We will arrange a walkthrough focused on your trust-accounting workflow.
01
Tell us how your firm worksThree required fields, then send your request.
02
See the actual productWe focus the demo on your trust workflow.
03
Decide on a guided pilotStart with one account and clear success criteria.