Practice management that protects your bar license.
Everything you need to run your solo practice — client intake, matter management, trust accounting, CLE tracking, conflict checking, and billing — with IOLTA compliance built into the foundation, not bolted on as an afterthought.
The compliance surface that ends careers.
California attorneys face bar discipline at some point in their career. Trust account violations are the #1 cause.
is what it takes. One commingled transaction. One missed reconciliation. Disbarment begins.
is how long the average attorney has to fix a trust account discrepancy before the bar investigates.
IOLTA three-way reconciliation. Done right. Every month.
Clio has it as a feature. MyCase has it as a module. We built LexShield around it. Bank balance. Book balance. Client ledger totals. Reconciled to the penny, every month, with an immutable audit trail your state bar auditor will accept without question.
Three-way reconciliation
Bank statement, book balance, and client ledger all reconciled every month. Discrepancies flagged before they become bar complaints.
Commingling prevention
Enforced at the database layer, not just the UI. Client funds cannot touch operating funds. Ever.
Audit-ready output
One-click PDF packages formatted exactly to state bar auditor specifications. Your compliance history, ready to hand over.
A full practice management platform. Built right.
Every feature below is live and shipping today. No vapor. No coming-soon teasers. The platform you sign up for tonight is the platform you use tomorrow morning.
Trust account compliance
Three-way IOLTA reconciliation against the bank statement, your books, and every client sub-ledger. Commingling is structurally impossible — enforced at the database, not the UI.
Conflict checking
Seven-algorithm ensemble that catches what simple name match misses — typos, phonetic equivalents, entity aliases, address overlaps. Every match arrives with plain-English reasoning.
CLE tracking
Jurisdiction-aware compliance pulled live from the bar rule layer. Your state's hours, ethics minimums, and carryover policy drive the math — no hardcoded numbers waiting to go stale.
Client intake
Every new client runs through an automatic conflict check at intake — captured, persisted, and linked to the client record before the engagement letter goes out.
AI bar rule viewer
Ask a question about a rule. Get a plain-English answer with the exact citation. GPT-4o grounded in the actual rule corpus — assistive only, never autonomous legal output.
Compliance dashboard
CLE posture, trust reconciliation status, and open conflicts rolled into one A–F grade for your firm. Know where you're exposed before the bar does.
Bar-auditor ready reports
One-click PDF packages — reconciliation reports, client ledger statements, audit packs — formatted exactly to state bar auditor specifications.
Built for how you actually practice.
Every attorney gets the full compliance moat. On top of that foundation, LexShield specializes to your practice area — so the workflows, deadline chains, document templates, and AI context actually match the law you do every day.
Employment Law
EEOC filing deadlines, NLRB timelines, wage and hour SOL calculators — built in.
Eviction & Landlord-Tenant
3-day and 30-day notice chains, unlawful detainer filing workflows, writ of possession tracking.
Family Law
Dissolution timelines, custody hearing deadlines, QDRO tracking, support calculators.
Criminal Defense
Statutory speedy trial tracking, discovery deadlines, sentencing calendar integration.
Real Estate
Escrow timelines, closing document chains, title deadline tracking.
Personal Injury
Statute of limitations by injury type, demand letter chains, mediation scheduling.
Corporate
Entity filing deadlines, annual report tracking, governance document chains.
General Practice
Full platform power with universal workflows. Specialize later as your practice grows.
From bar number to compliance in 2 minutes.
Enter your bar number
LexShield auto-detects your state, looks up your admission date, and calculates your compliance period automatically.
Select your practice area
The platform activates specialized workflows, deadline chains, and document templates for your niche.
Practice law
LexShield watches your trust account, tracks your CLE hours, monitors bar rule changes, and keeps your audit trail ready.
Why solo attorneys are switching to LexShield
Other platforms manage your practice. LexShield protects your bar license. That is not the same thing.
| Capability | Clio / MyCase | LexShield |
|---|---|---|
| IOLTA three-way reconciliation | Manual / partial | Built-in, state-specific |
| Multi-algorithm conflict checking with explainable reasoning | Basic name match | 7-algorithm ensemble + audit trail |
| State-specific CLE tracking | Generic reminders | Jurisdiction-aware compliance |
| Solo attorney pricing | $39–49/mo before add-ons | Free tier, Pro at $29/mo |
| AI-assisted bar rule lookup | Not available | GPT-4o powered, assistive only |
| Hash-chained audit trail on trust decisions | No tamper detection | SHA-256 chain, bar-auditor ready |
IOLTA three-way reconciliation
Multi-algorithm conflict checking with explainable reasoning
State-specific CLE tracking
Solo attorney pricing
AI-assisted bar rule lookup
Hash-chained audit trail on trust decisions
Built on a foundation you can defend in deposition.
The plumbing matters. Your bar license depends on it. Here is what runs underneath every screen of LexShield.
Built on Microsoft Azure
Enterprise-grade cloud infrastructure with redundant data centers, automated backups, and 99.95% uptime SLA.
Bank-grade encryption
TLS 1.2+ in transit, AES-256 at rest. Secrets vaulted in Azure Key Vault — never in source code, never in config files.
SHA-256 tamper-evident audit trail
Every trust decision and override is hash-chained. Backdating or post-hoc edits break the chain and are detected on verification.
SOC 2 compliance
Active roadmap toward SOC 2 Type II. Security controls mapped today; certification audit on the calendar.
RoadmapBuilt exclusively for licensed attorneys
No pro se users. No consumer-direct legal output. Every feature assumes a bar-admitted attorney as the check on the model.
Flat pricing. No per-seat calculator.
You shouldn’t need a spreadsheet to figure out what your practice management software costs. Pick your tier. Pay one price. Done.
1 attorney
- Basic CLE tracking
- 3 active client matters
- Limited trust account
- Forever free
1 attorney · $279/yr
- Full IOLTA reconciliation
- Unlimited matters
- AI bar rule viewer
- All practice area workflows
- Immutable audit trail
2-5 attorneys · $949/yr
- Everything in Solo Pro
- Multi-attorney workspace
- Shared matter assignment
- Firm-wide compliance dashboard
6-15 attorneys · $2,869/yr
- Everything in Small Firm
- Department organization
- Advanced reporting
- Priority support
16-50 attorneys · $8,999/yr
- Everything in Mid Firm
- White label option
- Custom domain
- Dedicated account manager
51+ attorneys
- Everything in Enterprise
- Custom integrations
- API access
- Custom SLA
Your license is worth protecting.
Start free. No credit card. Upgrade when you’re ready.
Start Your Free AccountBuilt by Joticle, Inc. — attorney-only platform. Not legal advice.