IOLTA monitors your trust accounts in real time, enforces Rule 1.15 compliance for your jurisdiction, and keeps your firm audit-ready — so you can focus on practicing law.
Every year, attorneys face suspension, disbarment, and malpractice claims over preventable trust account errors.
A single misposted deposit or a fee drawn from the wrong account can trigger a commingling violation. Most attorneys never realize it happened until a grievance is filed.
Rule 1.15 imposes strict timing for earned-fee transfers, client notifications, and third-party disbursements. Manual tracking means deadlines slip through the cracks.
Random audits expose reconciliation gaps, missing records, and ledger imbalances. Without continuous monitoring, firms discover problems only when the bar examiner does.
IOLTA makes these violations virtually impossible.
Purpose-built for trust account compliance. Every feature exists to protect your license.
Eight automated compliance checks run continuously against your trust accounts. Violations are flagged the moment they occur, not weeks later during a manual review.
A guided wizard walks you through matching bank statements, book balances, and individual client ledgers. Discrepancies are surfaced instantly with suggested corrections.
Ask trust accounting questions in plain English and receive cited, jurisdiction-specific answers. Grounded in your state's version of Rule 1.15 and formal ethics opinions.
Run the same checks a bar auditor would before they do. Identify shortfalls, generate corrective action items, and maintain a documented compliance posture at all times.
Pre-loaded rules for Connecticut, California, New York, Florida, Texas, New Jersey, Pennsylvania, Massachusetts, Illinois, and Georgia. Each jurisdiction's nuances are encoded.
Securely store fee agreements, client notification letters, disbursement authorizations, and reconciliation reports. Everything an auditor asks for, organized and retrievable.
Start free. Upgrade when your firm is ready.
Get started with core compliance monitoring.
Essential tools for solo practitioners.
Full compliance suite for growing firms.
Enterprise-grade for firms up to 15 attorneys.
90+
Jurisdiction Rules
8
Compliance Checks
3-Way
Reconciliation
“Designed by an attorney who understands Rule 1.15 inside and out.”
No credit card required. Free tier available.