Monthly 3-Way IOLTA Reconciliation Services for Law Firms

IOLTA 3-Way Reconciliation is a specialized service that focuses on ensuring the accuracy of IOLTA accounts, which hold client funds in trust for lawyers and law firms. This service performs a meticulous reconciliation process involving the comparison of bank statements, client ledgers, and the general ledger to detect any discrepancies, thus ensuring the proper management and accounting of client funds while maintaining compliance with legal and ethical requirements.

IOLTA 3-Way Reconciliation:

• Ensure Accuracy of all IOLTA accounts

• Ensure Accuracy of client funds

Investment: $55 minimum