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
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
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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