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TrustBooks
What Does TrustBooks Do?
TrustBooks is a specialized cloud-based accounting software meticulously designed for solo attorneys and small to mid-sized law firms. It focuses on simplifying the complexities of trust accounting, helping legal professionals manage client funds accurately, maintain compliance with IOLTA and bar association regulations, and streamline their financial workflows. In December 2021, TrustBooks was acquired by Themis Solutions Inc., the parent company of Clio, a leading legal practice management software. This acquisition integrated TrustBooks' specialized trust accounting capabilities into Clio's comprehensive suite of legal tech solutions. The software offers features like three-way reconciliation, easy transaction entry, detailed reporting, and integrations, making it an essential tool for modern legal practices.
Where Is TrustBooks's Headquarters?
HQ Function
Serves as the main operational hub for product development, customer success, sales, and marketing for its specialized legal accounting software.
Notable Features:
Likely situated within a modern office building or co-working space in Raleigh's central business or tech district, providing a collaborative environment. Specific architectural details are not typically highlighted for a software company of this nature.
Work Culture:
Emphasizes a customer-centric, innovative, and agile work environment, characteristic of a SaaS company. The culture fosters collaboration and a focus on solving trust accounting challenges for legal professionals.
HQ Significance:
The Raleigh location allows TrustBooks to tap into a rich talent pool from nearby universities and the thriving tech community, fostering innovation and growth within the legal technology sector.
Values Reflected in HQ: The operational base in a tech-forward city reflects values of innovation, efficiency, and connectivity. The focus is on a practical and productive workspace that supports its team and mission.
Location:
While TrustBooks is headquartered in the United States and primarily serves the North American market, its cloud-based software is accessible to law firms globally. Legal professionals in other regions, particularly those requiring robust trust accounting solutions, can utilize the service. Customer support and operations are centralized, leveraging online channels to assist a geographically diverse user base.
Street Address:
555 Fayetteville St Ste 201
City:
Raleigh
State/Province:
North Carolina
Country:
USA
Where Else Does TrustBooks Operate Around the World?
No additional office locations available.
Buying Intent Signals for TrustBooks
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading TrustBooks? Meet the Executive Team
As of April 2025, TrustBooks' leadership includes:
Who's Investing in TrustBooks?
TrustBooks has been backed by several prominent investors over the years, including:
What Leadership Changes Has TrustBooks Seen Recently?
Following its acquisition by Clio in late 2021, TrustBooks's leadership, including its co-founders, has remained actively involved in guiding the product and its integration within the Clio ecosystem. No major public announcements regarding new executive hires or departures specifically for the TrustBooks leadership team have been identified in the last 12 months.
What Technology (Tech Stack) Is Used byTrustBooks?
Discover the tools TrustBooks uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
TrustBooks Email Formats and Examples
TrustBooks likely uses standard professional email address formats for its employees, typically combining employee names with the company domain @trustbooks.com. Common patterns include [first].[last] or [first_initial][last].
[first].[last]@trustbooks.com
Format
thomas.boyle@trustbooks.com
Example
75%
Success rate
What's the Latest News About TrustBooks?
TrustBooks Blog • August 2, 2023
TrustBooks Announces New Feature: Bulk Print Checks
TrustBooks introduced a new 'Bulk Print Checks' feature, enabling law firms to print multiple checks simultaneously. This enhancement is designed to streamline the payment process, save time, and improve efficiency for users managing numerous disbursements from their trust accounts....more
Clio Official Blog • December 1, 2021
Clio Acquires TrustBooks, Deepening Its Accounting Capabilities for Legal Professionals
Clio, a leading provider of cloud-based legal technology, announced its acquisition of TrustBooks. This strategic move integrates TrustBooks' specialized trust accounting software into Clio's platform, offering legal professionals enhanced tools for managing client funds, ensuring compliance, and streamlining financial operations....more
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