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.
ComplexLaw Firms
Monitors trust account balances against active client matters daily — flagging discrepancies, low retainer balances, and dormant accounts before they become bar complaints.
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Automated daily review of trust account ledger balances vs. active client matter records
Compare trust balance per client vs. matter ledger — flag any mismatch
"TRUST ACCOUNT ALERT: Discrepancy on [client] matter — ledger $[X], trust account $[Y]. Review required today."
Check if any client retainer balance falls below minimum replenishment threshold
"Your retainer balance has fallen to $[X]. Please replenish to $[Y] to continue uninterrupted representation."
All client trust balances match ledger records and retainers are funded
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.
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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