The MONESQ integrated trust accounting system ensures that you manage client trust funds in compliance with professional regulations. Account for every penny with detailed client trust ledgers. Run built-in trust accounting reports, including client trust ledger detail and three-way trust reconciliation reports, so you can make sure your reconciled trust bank account matches the transaction ledger balance, as well as the sum of client trust ledger balances.

From up-to-the-minute trust account balances, to amounts due to your operating account, MONESQ makes it easy to view your firm finances at a glance. View clients with highest invoice balances, invoices paid, invoices overdue, and track your top paying clients. One click provides instant access to detailed views. With MONESQ, you get all the information you need to make financial decisions for your firm.

Our intuitive platform allows you to quickly and easily generate invoices, send them to your clients, and receive payments to your operating or IOLTA account in full compliance with ABA and IOLTA guidelines – saving you time and money. Know in real-time when clients view your invoices and make payments. Automated reminders help avoid late or missed payments.

MONESQ gives you easy access to your firm’s contact information. Gain instant access to their connected matters, documents, transactions, time entries, flat fees, and invoices. Provide each client with a secure client account portal with instant access to their outstanding invoices, as well as any payment plans and trust balances.

Create and manage teams in minutes, assigning roles and permissions that fit your work style. You can even provide view-only access for your bookkeeper. Add as many team members as you’d like – for free!

Quickly generate a secure payment link. Insert the link on your website and/or send a secure link to your client via text or email. From this link, your client can access a secure portal to see their statement, access their invoices, and make online payments.

Provide clients with instant access to their payment plans, current and overdue balances, and invoice details.

Electronically request and add eSignatures to any document in compliance with all major eSignature laws, including the E-SIGN Act and Uniform Electronic Transactions Act. Quickly create re-usable document templates for commonly used forms using an intuitive interface. All documents are encrypted and have a secure audit trail with access times, and IP addresses.

MONESQ reporting gives you easy access to the information you need to run your business. From invoice, transaction, or contact reports, to trust reconciliation and other trust accounting reports, you can apply filters across a wide variety of data so you see just what you want.

From up-to-the-minute trust account balances, to amounts due to your operating account, MONESQ makes it easy to view your firm finances at a glance. View clients with highest invoice balances, invoices paid, invoices overdue, and track your top paying clients. One click provides instant access to detailed views. With MONESQ, you get all the information you need to make financial decisions for your firm.

Create and manage teams in minutes, assigning roles and permissions that fit your work style. You can even provide view-only access for your bookkeeper. Assign individual billing rates for each team member. Designate Originating and Lead Attorney for each client or matter. Add as many team members as you’d like – for free!

Integrate MONESQ with your Quickbooks Online account to ensure that your financial activity and reporting is up to date in both platforms. After an easy one-time setup, enjoy the one-way sync of MONESQ payments, deposits, disbursements, and other financial transactions to QuickBooks Online, making it easy for your accountant to close monthly financial statements.

The MONESQ integrated trust accounting system ensures that you manage client trust funds in compliance with professional regulations. Account for every penny with detailed client trust ledgers. Run built-in trust accounting reports, including client trust ledger detail and three-way trust reconciliation reports, so you can make sure your reconciled trust bank account matches the transaction ledger balance, as well as the sum of client trust ledger balances.

Create billable (hybrid or flat fee) or non-billable matters, assigning Lead Attorney and team members for each. Tracked time on Flat Fee matters is non-billable and shows matter profitability. The Matter Dashboard allows you to review matter trust balances, invoices paid or due, and Flat Fee matter profitability. Quickly search and filter Matter information to see what’s important to you. Find all invoices, transactions, time entries, expenses, flat fees, or files associated with any Matter, and view all billable activity by Matter.

MONESQ gives you easy access to your firm’s contact information. Provide each client with a secure client account portal with instant access to their outstanding invoices, as well as any payment plans and trust balances.

MONESQ provides the tools you need to know where you’re spending your time and money. Easily track billable and nonbillable time by client and matter. Enter any reimbursable expenses incurred by the firm, and quickly upload and store receipts. Enter flat fees as well as hard or soft cost expenses. Use up to three timers to track billable time on three matters concurrently. Billable time, expense, and flat fees are automatically collated as you create invoices.

Our intuitive platform allows you to quickly and easily generate invoices, send them to your clients, and receive payments to your operating or IOLTA account in full compliance with ABA and IOLTA guidelines – saving you time and money. Know in real-time when clients view your invoices and make payments. Automated reminders help avoid late or missed payments.

Create and manage teams in minutes, assigning roles and permissions that fit your work style. You can even provide view-only access for your bookkeeper. Assign individual billing rates for each team member. Designate Originating and Lead Attorney for each clients or matter. Add as many team members as you’d like – for free!

With just a click, void or refund an online payment and return funds to the client based on the original transaction. Process a refund for up to 12 months after the original transaction. View refunds instantly, and sync them with QuickBooks Online based on the approach you selected while setting up QuickBooks Online integration.

At the center or MONESQ is a powerful payment processing tool. Your clients can pay by credit card or eCheck quickly, easily and securely from any web-enabled device, so you can get paid faster! With MONESQ, there are no hidden fees or complicated licensing schemes. Add as many team members as you’d like – FREE.