A retainer is a reservoir. We're building the software lawyers wish their billing platform already was.
Trust accounting, client retainers, monthly statements, and a portal where your clients can see exactly where their balance stands — without picking up the phone.
The problem
Client retainers vanish into QuickBooks. Time entries pile up in spreadsheets. Monthly statements go out late, or not at all. Every "how much is left?" call costs a billable hour to answer — and clients still don't trust the number.
The fix
One retainer-first ledger. Every deposit, every draw, every running balance — visible to the firm and the client at the same time. Clients top up with a card or ACH in two taps. Built for California IOLTA compliance from day one.
Practicing in California and want early access? hello@reservoirlex.com
We're partnering with a small cohort of CA firms before opening more broadly. A short note about your practice goes a long way.