Trust Accounting Simplified
Handling client funds in trust accounts (IOLTA) is one of the most rigorously audited areas of any law practice. For firms practicing civil litigation or immigration, taking retainers upfront is standard practice, but manually tracking these ledgers introduces dangerous room for human error.
Integrated legal SaaS applications solve this by linking the billing module directly to matter management.
When a retainer is paid, the software automatically credits the client’s trust ledger. When an invoice is generated and approved, the system facilitates a compliant transfer from trust to operating accounts, leaving a perfect, unalterable audit trail.
Stop risking your license on manual data entry.