Your law firm's finances, organized by case

For law firms and independent lawyers who need to know how much money each case and each client moved, without keeping a parallel spreadsheet.

20 days or 300 transactions, whichever comes first. No credit card.

The problem, and how Categorizei solves it

Fees, court costs and reimbursements mixed together on the statementEach transaction gets its own category, with options specific to the legal field.
You can't see the result by caseThe transaction is linked to case, folder, interested party, client and defendant.
The finances depend on someone typingThe statement is imported and categorized; you only confirm the pending ones.

Download the file from your bank
On the website or app, export the bank or card statement as PDF, Excel, CSV or OFX.
Upload it to Categorizei
The transactions are read in seconds, without duplicating what already exists.
Confirm the categories
The system learns from your choices and starts categorizing on its own.
Open the reports
P&L (DRE), cash flow, by category and by supplier, ready to share.

Filter and track the income and expenses of each case.

A chart of accounts ready for the segment, and you can create your own.

The company name is filled in automatically and the history stays in the record.

Up-to-date P&L and cash flow, sent with password protection.

Does it work for solo lawyers?

Yes. It works both for firms with several partners and for those who practice on their own.

Can I separate reimbursable court costs from the firm's own expenses?

Yes. Use different categories and link the transaction to the corresponding case and client.

Do I need to type in the bank transactions?

No. You upload the statement as PDF, Excel, CSV or OFX and the system reads the transactions.

Free for 20 days or up to 300 transactions. No credit card.