Standardize the process
Use the same matter, review, approval, and reconciliation workflow across accounts.
Multi-account law firms
One control standard across every trust account.
FIDGARD gives partners, bookkeepers, and operations teams a consistent view of client matter balances, prepared disbursements, approval status, exceptions, and reconciliation.
First 30 days free · Then $199/month
AI closing processing: $3 per closing
Your firm remains in control of its accounts and client funds.
FIDGARD CONTROL LAYERBank activity↓Client & matter ledgers↓QuickBooks + reconciliationEvery step tied to a reviewable record
Purpose-built outcomes
Control the work that generic accounting software leaves to spreadsheets.
See exceptions earlier
Bring negative-balance risk, unmatched activity, and pending reviews into one operational view.
Preserve accountability
Keep protected history and role-based activity associated with the right organization and account.
How the workflow fits
From source activity to a balanced answer.
FIDGARD keeps the matter, funds check, approval, accounting entry, and reconciliation evidence connected.
Map accounts
Connect each bank and corresponding QuickBooks trust record.
Structure matters
Keep client ledgers separated within the correct trust account.
Assign roles
Define who prepares, reviews, approves, and reconciles activity.
Resolve exceptions
Investigate unmatched transactions and balance concerns.
Review firm-wide
Give leadership a consistent view without merging client funds.
A focused control layer
Centralized oversight without combining funds or responsibilities.
FIDGARD creates a common operational layer while each trust account, client matter, user permission, and accounting record remains separately identified.
- Keep your firm-controlled bank accounts
- Keep QuickBooks as the general ledger
- Keep your practice-management platform
- Keep your internal or outside accountant involved
Low-risk next step
Start with one account and one clear success test.
A guided pilot can validate beginning balances, run alongside your current process, and complete a first three-way reconciliation before broader adoption.
See your workflow in FIDGARD
Book your 20-minute demo.
We will focus on multi-account law firms. Get a guided 30-day pilot, then continue for $199/month. AI closing processing costs $3 per closing.