Keep trust accounting clean: track every dollar from recovery to disbursement with reconciliation-ready reports for bar review.
Automatically track gross recoveries, consultant fees (e.g., 5% to TrapRoyaltiesPro), attorney fees, and net client distribution. Three-way reconciliation.
Generate deposit confirmations, disbursement reports, and remaining balance summaries — directly matching state bar IOLTA recordkeeping rules.
Built-in reminders for MOA Section 5 reporting: alert the attorney when funds are received, and when a consultant fee must be paid within the agreed window.