Separate each matter
Maintain distinct records for funds associated with each client or fiduciary matter.
Trusts, estates and probate
Clear matter records for long-lived fiduciary workflows.
FIDGARD helps firms maintain separate client or matter ledgers, validate disbursements, preserve source records, and keep trust-account reconciliation organized over time.
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.
Protect the history
Use controlled voids, reversals, and activity records instead of rewriting cleared transactions.
Respond with better records
Keep the ledger, source, approval, and reconciliation evidence easier to retrieve.
How the workflow fits
From source activity to a balanced answer.
FIDGARD keeps the matter, funds check, approval, accounting entry, and reconciliation evidence connected.
Establish the matter
Confirm the trust account, client matter, and beginning balance.
Record activity
Attribute receipts and disbursements to the correct matter ledger.
Review funds
Consider collected funds, pending payments, and uncleared deposits.
Approve changes
Keep authorized users and review records connected to each decision.
Reconcile and report
Compare the bank, books, and total client matter balances.
A focused control layer
Purpose-built for attorney trust funds—not investment accounting.
FIDGARD focuses on law-firm client trust and IOLA controls. It is not portfolio, tax, or court-accounting software for administering investment assets and should be positioned accordingly.
- 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 trusts, estates and probate. Get a guided 30-day pilot, then continue for $199/month. AI closing processing costs $3 per closing.