Three-Way Reconciliation
Trust ledger, client ledgers, and bank statement reconciled automatically every month. The math that used to eat your weekends now runs in the background, with variances flagged the moment they appear.
Purpose-built for solo and small-firm attorneys
Trust accounting that keeps you in good standing.
Automated three-way reconciliation, bar-compliant reporting for all 50 states and D.C., Clio integration, and a clean audit trail. No spreadsheets. No missed reconciliations. No bar complaints.
Bar-rule library, all 50 states + D.C.
Automated three-way reconciliation
Clio integration
50 States + D.C. Bar Rules
Every jurisdiction has its own IOLTA rules for handling client funds, interest, notice, and record retention. IOLTA Ledger encodes them all. Warnings surface before mistakes become disciplinary complaints.
Clio Integration
Import clients, matters, and trust transactions straight from Clio. No double entry, no reconciliation between your practice management and your trust books. Also supports QuickBooks and CSV.
50+
States & D.C. Rules
3-Way
Automated Reconciliation
100%
Audit-Ready Reports
Trust accounting, in three moves.
1
Import
Bring in your client trust records from Clio, QuickBooks, or CSV. Onboarding walks you through the first reconciliation.
2
Reconcile
Monthly three-way reconciliation runs automatically. Variances, negative client balances, and bar-rule violations get flagged immediately.
3
Report
Pull bar-compliant reports on demand. Every entry has a full audit trail, so a compliance review is a two-click export.
Protect your license without giving up your weekends.
IOLTA Ledger runs the compliance work so you can run the firm. Start free, no credit card, no bar-rule PhD required.
Open IOLTA Ledger