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Trust Account Compliance. Automated.

AI-powered IOLTA monitoring. Rule 1.15 made easy.

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SOC 2 Ready

Bank-Level Encryption

10 Jurisdictions

Compliant

Monitoring

Real-Time Compliance

Reconciling

Three-Way Reconciliation

AI Assistant

AI Compliance Assistant

Audit Simulation

Jurisdiction Intelligence

Document Vault

Fast Integrations

Deadline Alerts

Trust Account Tools

User Access

Notifications

Trust accounting violations end careers.

Prevent accidental commingling, missed deadlines, and failed audits.

Accidental commingling.

Funds separation enforced automatically to protect your clients and your license.

Missed deadlines.

Deadline reminders and automated compliance checks reduce risk.

Failed audits.

Be ready for any audit with complete records and reconciliation.

Pricing

Simple. Predictable. Transparent.

Free

Basic Monitoring

Single User

Limited Features

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Firm

$299/mo

All Features

Unlimited Users

Custom Integrations

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90+

Jurisdiction Rules

8 Compliance Checks

3-Way

Reconciliation

Protect your license.

Start in under 5 minutes.

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