IOLTA Trust Reconciliation
3-way IOLTA reconcile in 10 min. Replaces TrustBooks $39/mo + $400/mo bookkeeper.
The problem
TrustBooks ($39/mo) handles the data entry but attorneys still spend 4-8 hours/month doing 3-way reconciliations — or pay a bookkeeper $400+/mo. Miss a reconcile cycle in most states and you're staring down a bar complaint.
What changes
Agent pulls bank IOLTA statement + Clio trust ledger + client sub-accounts → runs 3-way reconcile, flags mismatches with likely cause, drafts the reconciliation report. Attorney signs off. Full audit trail stored per bar rules.
A day in the life
What this agent actually does.
- 1
Month-end 9am: agent pulls Chase IOLTA statement + Clio trust ledger
- 2
9:07am: 3-way reconcile runs — 2 mismatches flagged with client + likely cause
- 3
9:15am: attorney resolves, signs report, audit trail archived to matter folder
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
Add IOLTA Trust Reconciliation to your swarm.
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