Trust Account Management
Manage client trust funds with confidence. Track deposits, disbursements, and holds while maintaining full compliance with IOLTA regulations.
Features Built for Legal Professionals
Client & Matter Management
Organize clients and legal matters with trust account balances. Track multiple matters per client with ease.
Transaction Tracking
Record deposits, disbursements, and holds with complete audit trails. Attach references and check numbers to every transaction.
Compliance Reports
Generate monthly trust summaries, client ledgers, and three-way reconciliation reports. Export to PDF, Word, or text.
Hold Management
Place holds on client funds with expiration dates. Prevent accidental disbursements of earmarked money.
Full Audit Trail
Every action is logged with timestamps. Maintain complete records for bar compliance and client inquiries.
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