Focused audit · coming soon
Quarterly IOLTA Safety
The IOLTA Safety Check on a three-month cadence. A fresh anomaly report every quarter, so drift never compounds past ninety days.
Planned at $1,999/year
Trust accounting errors don't happen in a moment — they accumulate. A balance drifts a few hundred dollars, a client-matter association gets missed, a duplicate entry survives a reconciliation. By the time anyone notices, the pattern has been running for a year. This subscription is the same written anomaly review on a schedule — one report per quarter, with the previous quarter's flags carried forward so you can see what you resolved and what didn't get resolved. Annual cost is less than a single bookkeeper retainer month. Catching one drift before it compounds — typically $5,000 to $25,000 of remediation avoided — pays for the subscription several times over.
This audit isn’t live yet. If it’s something you’d actually use, add yourself to the list and I’ll email you the moment it ships — not a newsletter, just one message when this one is ready.
Questions people ask first
What is the IOLTA Quarterly?
A standing written review of three months of trust account activity, delivered quarterly. Each report flags patterns a qualified bookkeeper or trust accounting specialist should look at — not a substitute for one, a second set of eyes on the numbers.
How is this different from the IOLTA Safety Check?
The Safety Check is a one-time three-month review. The IOLTA Quarterly is the same review on a standing cadence — every 90 days, automatically. Drift becomes visible across quarters in a way it isn't in a single snapshot.
When is it available?
Waitlist. Add yourself and you'll get one email when it ships — no nurture sequence between now and then.
What do I need to send each quarter?
An export of three months of trust account transactions and your active matter list. We do not need bank statements as PDFs, client SSNs, or anything beyond the transaction-level data your accounting software exports.
Is this legal or ethics advice?
No. It's an anomaly report with confidence flags and recommended next actions. Anything substantive (an actual trust violation, a remediation plan, a bar self-report decision) is between you and your ethics counsel.