The trust ledger that won't let you break the rules.
Most software just records what you did. IOLTA Pro is built on guardrails that make the ethics violation impossible to post in the first place — so the bar audit stops being something you dread.
In a trust account, a bookkeeping slip is a bar complaint.
Commingling, disbursing on uncleared funds, a skipped reconciliation, stale money left too long — each is a mistake in most software and a discipline problem in trust. IOLTA Pro is designed so those states can't exist.
We didn't add warnings. We made the mistake impossible to post.
Every rule lives in the ledger itself, not in a dialog box you can click past.
A client's funds can't go negative
Disbursements are blocked the instant they'd exceed that matter's own cleared balance. No client ever spends another client's money.
Every dollar is tied to a matter
There's no unattributed bucket to hide in. Per-matter sub-ledgers make commingling a state the system can't represent.
Posted entries can never be altered
The ledger is append-only. A correction is a visible reversing entry — the exact behavior an auditor wants to see. immutable-by-trigger
Big checks need a second signer
Disbursements over your threshold require a second approver — and the requester can never approve their own.
Reconciled and locked every month
The three-way wizard proves bank = book = client ledgers, then locks the period. A missed month escalates on its own.
Try to overdraw a client.
Go ahead — post a disbursement bigger than the matter's cleared balance and watch the ledger refuse it.
Purpose-built for trust — not a general ledger in a costume.
Per-matter sub-ledgers
A separate running balance for every client and matter, with cleared and uncleared funds tracked apart — so you can only ever disburse money the bank has actually collected.
Three-way reconciliation
Guided monthly flow: import your bank statement lines, auto-match them to the ledger, clear the stragglers. The period locks when it balances.
Checks, printed & protected
Print to pre-printed voucher stock with the amount spelled out in words, then track it: unique numbers, void-as-reversal, duplicate-payment warnings, stale-check aging, and a positive-pay file your bank can screen against.
Settlement sheets
Gross → liens → fees → net, calculated to the cent, with an invoice-tied transfer to your operating account.
Anomaly queue
A nightly sweep flags low balances, duplicates, dormant matters, and missed reconciliations before an auditor does.
Exports your bank & CPA expect
Positive-pay CSV for your bank, an audit binder and per-matter statements as PDFs, and an automatic client notice by email whenever money leaves trust.
The paperwork, on the entry
File the wire confirmation, the settlement statement, the signed authorization — attached to the transaction it proves, not in a folder somewhere. Client documents are never reachable from the web; every download passes an access check.
An audit trail you can search
Every login, posting, approval and void — filter by who, what, and when, open any entry to see exactly what changed, and hand your CPA the whole thing as a CSV. It's append-only: no screen in the app can write to it, and a database trigger refuses edits and deletes.
IOLTA interest & unclaimed property
Interest the bank posts is held as firm-level funds — never mixed into a client's ledger — and the app tracks what's still owed to your bar foundation until you remit it. Dormant balances and uncashed checks are dated against each account's own escheat deadline, with the filing ready as a CSV before the state asks.
When the bar auditor calls, the answer is one click.
Nothing to assemble the night before. The binder is generated from an immutable trail that was building itself all year.
- Complete reconciliation history — every month's three-way proof, locked once it balanced.
- Per-matter ledgers from opening balance to today, with cleared and pending funds separated.
- An immutable audit log of who did what, when — nothing edited, nothing deleted.
- Read-only access for your CPA or the examiner, without any ability to change a thing.
Less than one hour of your billable rate.
Both plans include the full guardrail engine, reconciliation, and audit binder. Start free for 30 days — no card.
One attorney, unlimited matters and client ledgers.
$390 billed yearly — two months free.
- 1 trust account, one attorney
- Full three-way reconciliation & guardrails
- Bar-audit binder & matter statements
- Read-only CPA login — free, never a seat
- Opening-balance import to switch over
Any number of attorneys and staff, across as many trust accounts and states as you run.
$890 billed yearly — two months free.
- Everything in Solo, unlimited seats & accounts
- Dual-approval controls over your threshold
- Per-state rule profiles for multi-state practices
- Bank import, auto-match & positive-pay
- IOLTA interest tracking & foundation remittance
Read-only logins for your CPA or a bar examiner are free on both plans — they don't count as a seat.
The questions every attorney has.
Will you make me redo my books to switch?+
No. Enter your existing per-matter balances in the guided opening-balance screen, then commit them in one go. They're gated on a passing trial reconciliation — the opening balances must equal your bank statement before they'll post — so you start from a proven-correct position, not a guess.
My trust rules differ by state. Does that matter?+
IOLTA Pro carries per-state rule profiles — stale-check windows and unclaimed-property (escheat) deadlines — so a Washington account and a Florida account each age their checks and report their dormant balances on their own bar's clock, not one global setting.
How is my client data protected?+
Every firm's data is fully isolated, secrets are encrypted at rest, logins are rate-limited with optional two-factor, and every change is written to an immutable audit log. Your data is always yours — export every table as CSV in one archive, with your uploaded documents if you want them, any time and without asking us.
Is it really impossible to overdraw a client?+
The block lives at the ledger itself, not in the interface. A disbursement that would push a matter's cleared balance below zero simply cannot be posted — the same check runs in the nightly sweep as a backstop.
Can my CPA or a bar examiner see the books?+
Yes — invite them with a read-only role. They can review every ledger, reconciliation, and audit trail, and export the binder, without any ability to change a thing.
Close the account tonight knowing it balances.
Set up your first trust account in an afternoon and never dread the audit letter again.