IOLTA Balance Alert & Trust Account Monitor
Monitors trust account balances against active client matters daily — flagging discrepancies, low retainer balances, and dormant accounts before they become bar complaints.
What This Automation Does
How It Works
Daily Balance Check
Automated daily review of trust account ledger balances vs. active client matter records
Discrepancy Detected?
Compare trust balance per client vs. matter ledger — flag any mismatch
Discrepancy Alert
"TRUST ACCOUNT ALERT: Discrepancy on [client] matter — ledger $[X], trust account $[Y]. Review required today."
Low Retainer Balance?
Check if any client retainer balance falls below minimum replenishment threshold
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
Trust account monitoring automates alerts only — all corrections and disbursements must be authorized by a responsible attorney. Complies with ABA Model Rule 1.15.
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