Spreadsheets got you here. They won't get you there.

Sometimes, honestly, yes. If you have no trust funds, few matters, and one person doing the books, a careful spreadsheet works. The math changes the day you hold client money or a second fee-earner joins: our Solo plan starts inside the published range of $29–$99/user/mo (Solo $29, Practice $59, Firm $99 per user/month; Enterprise custom; AI is included on every paid plan and capabilities scale by tier.).

Yes — CSV import is the front door. Matters, contacts, and time entries come in from your existing sheets, and documents upload alongside them. Complex imports are scoped with our team first.

It can be. Manual trust ledgers are where reconciliation drift starts, and bar audits ask for records a workbook struggles to prove. YesCounsel keeps per-matter trust ledgers with three-way reconciliation and exportable, IOLTA-ready records on every plan.

A 7-day trial on a published per-seat plan, plus the hours to import your sheets — most small firms bring core records over in an afternoon. There's no forced onboarding package at self-serve tiers.