Immutable audit trails
Track who accessed what, when, and why so your team can answer questions fast and confidently.
Confidentiality engineered for regulated work
Confidentiality isn’t optional. Neither is a bulletproof database.
Emerald Database designs law firm database and accounting database systems that protect confidential client records, simplify audits, and keep casework, billing, and financial data organized without slowing your team down.
Row-level security
Matter-by-matter access control
Audit-ready logs
Access, edits, and exports tracked
Connected systems
One source of truth across tools
Security that holds up under scrutiny
Built for law firms, accounting practices, financial advisors, and credit unions
We design secure database systems for teams that cannot afford ambiguity. Whether you manage client matters, trust records, portfolios, or bookkeeping files, the structure is clear, the permissions are tight, and the trail is always visible.
Encrypted portfolios
Apply zero-trust access patterns and keep confidential client records protected at every layer.
Legal hold and retention
Automate retention schedules and preserve records without manual guesswork or risky shortcuts.
Case-centric schema
Keep matters, contacts, documents, billing, and follow-ups linked in a single durable system.
Fits your existing toolkit
Integrations that respect how your team already works
From practice management platforms to accounting software, we build API-driven connections that centralize client data without creating another island of information.
Clio
PracticePanther
QuickBooks
Xero
Wealthbox
Custom APIs
What the system does for you
One source of truth, fewer surprises
Reduce duplicate entries
Synchronize client and financial data across tools.
Speed up review cycles
Make reconciliation and case review more efficient.
Improve reporting accuracy
Support finance teams with structured, dependable records.
Audit-ready, always
Policy enforcement at the database level
Our systems support automated reporting for FINRA, SEC, and bar association audits, with data classification tags for PII, PHI, and financial records so the right policies apply automatically.
Automated reports for audit requests and internal reviews
Retention schedules enforced consistently, not by memory
Classification tags that keep sensitive records under the right controls
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“The database they built for our case management cut conflict-check time from hours to seconds.”
Lanii Karuppan
Partner, North Point Legal Group
Legal & financial database FAQ
Questions, answered clearly
How do you protect attorney-client privilege in the database?
We use row-level security, encrypted columns, and role-based access so sensitive matters stay visible only to approved users.
Can you migrate legacy Time Matters data?
Yes. We plan migrations carefully, preserve relationships, and validate the imported records before go-live.
Do you support trust account compliance?
Yes. We can support three-way reconciliation workflows and structured controls for financial oversight.
Do you provide breach insurance?
We focus on prevention first, and we can connect you with cyber insurance partners if you want additional coverage.