LexTabs

Plans and prices

Every plan, in full

On the record

AI automation

The platform categorizes transactions, detects potential IOLTA violations, generates natural-language compliance reports, parses documents, and provides predictive cash-flow alerts.lextabs.com · read 30 Sep 2026

Bank and identity services

LexTabs uses Plaid for bank connectivity and Stripe Identity for counterparty verification, without storing online banking credentials.lextabs.com · read 30 Sep 2026

Bank connection

LexTabs connects to major banks with read-only access and imports existing transactions in under five minutes.lextabs.com · read 30 Sep 2026

Client approvals

LexTabs supports secure client approval requests with digital signatures, consent audit trails, and tamper-evident records.lextabs.com · read 30 Sep 2026

Data use

LexTabs says client and matter data is processed as a service provider and is not used to train third-party foundation models without explicit consent.lextabs.com · read 30 Sep 2026

Documentation status

The documentation marks core trust management, reconciliation, wire transfers, Clio integration, and AI transaction processing as available, while API access and a mobile app are in development.lextabs.com · read 30 Sep 2026

Document vault

The secure document vault provides encrypted storage, role-based access control, OCR indexing, and matter-level organization.lextabs.com · read 30 Sep 2026

Integrations

Clio two-way synchronization is listed as available; Microsoft 365, QuickBooks, and custom API access are listed as coming soon in the documentation.lextabs.com · read 30 Sep 2026

Maker

LexTabs is operated by Almedeo Inc., a US company.lextabs.com · read 30 Sep 2026

Purpose

LexTabs is an AI-powered trust accounting and IOLTA compliance platform designed for legal professionals and law firms.lextabs.com · read 30 Sep 2026

Reconciliation

LexTabs performs three-way reconciliation across bank statements, client ledgers, and the general ledger.lextabs.com · read 30 Sep 2026

Security

The security program references NIST CSF 2.0 and includes TLS 1.2+, AES-256 at rest, role-based access, mandatory MFA for production and administrative access, annual penetration testing, and encrypted backups.lextabs.com · read 30 Sep 2026

State coverage

LexTabs includes compliance rules for all 50 states and automatic rule updates.lextabs.com · read 30 Sep 2026

Support

Support options include email support, priority support with an account manager on Pro, a community forum, documentation, phone support at (877) 730-5999, and [email protected].lextabs.com · read 30 Sep 2026

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