Trust Ledger
MediumLegal · Lawyers, firm finance
Keep client trust funds separate per matter so nothing gets commingled or lost.
Built in this build
- Per-matter trust balance
- Trust account definitions
- Approval rules
- Drafts month-end reconciliation variance note
- Per-matter trust balance summary
Vision (needs external services)
- Deposit/withdrawal ledger
- Negative balance and reconciliation alerts
- Alert lawyer when balance nears zero
- Bank statement import
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Per-matter trust balance
- Deposit/withdrawal ledger
- Negative balance and reconciliation alerts
Admin modules
- Trust account definitions
- Approval rules
AI capabilities
- Drafts month-end reconciliation variance note
Automations
- Alert lawyer when balance nears zero
Analytics & reports
- Per-matter trust balance summary
Integrations
- Bank statement import
Mobile
- View balances from phone
Roles & permissions
- Admin
- Finance
- Lawyer
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