Focused audit · coming soon
IOLTA Safety Check
A written anomaly report on three months of trust account activity. Delivered as a PDF, not a meeting.
Planned at $1,499 one-time
Most solo firms don't have a dedicated bookkeeper, and trust accounting errors are the single most career-ending category of mistake a lawyer can make. This audit is a one-time written review: three months of activity in, a flagged-patterns report out in 48 hours. Every flag includes a confidence level and a recommended next action — not legal advice, but a second set of eyes on the numbers. A bookkeeper engagement to remediate a known IOLTA error usually runs $3,000 to $8,000, and a bar discipline matter begins well above that and grows. The point of this audit is to surface drift while it is still cheap to fix.
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 does the IOLTA Safety Check actually do?
Reviews three months of trust account activity and produces a written anomaly report — flagged transactions, unusual patterns, reconciliation gaps, and a confidence score on each finding. Delivered as a PDF in 48 hours.
Is this a substitute for a bookkeeper?
No. It's a second set of eyes on the numbers and a fast triage. A bookkeeper engagement to remediate a known IOLTA error usually runs $3,000–$8,000. This audit is meant to surface drift while it's still cheap to fix, before you need that engagement.
When is it available?
Waitlist. Add yourself and you'll get one email the moment it ships — not a newsletter.
What inputs do I need to send?
Three months of trust account transactions (your accounting software's export is fine), your active matter list, and your most recent three-way reconciliation if you have one. We don't need bank statement PDFs or anything else.
What about my state's specific trust rules?
The audit is calibrated against ABA Model Rule 1.15 and the relevant state-specific guidance for the state you practice in. Findings cite the rule and recommend the next action — not legal advice, but a second set of eyes pointed at the rule that applies.