Fund Isolation Capabilities
What Keeps Client Funds and Firm Funds Apart
Trust account management isn't one feature. It's seven checks that run behind that shift, all at once, on every retainer your firm collects. Here's what each one does.
Firm-Defined Screening Rules
Retainer payments connect to your bank lines and route straight into your trust account. This works whether a client pays in full or through an installment plan. Your team never moves funds between accounts by hand.
Fee Isolation
Card processing costs come out of your operating account instead of the client's retainer. Client funds reach trust at the full amount, without a transaction fee quietly reducing the balance.
Automatic Trust Ledger
Every deposit, transfer, and disbursement logs in real time as it happens. Your staff has a running record instead of piecing one together at month end.
Low Balance Alerts
The platform watches every active trust balance. It sends a text or email as funds run low, whether one client is drawing down a retainer or several matters share one corporate account. Your team can request a new retainer before a file runs empty. If several matters share one account, the same alert gives you time to step in before one busy matter drains the rest.
Evergreen Retainer Handling
Retainers set up as evergreen are replenished automatically as the balance draws down. Long-running cases stay funded without someone manually rebilling the client.
Connected Accounting Records
Transaction records share directly with the bookkeeping software your firm already uses. Your accountant works from the same numbers your trust ledger shows, without a second manual export.
Attorney Reconciliation
Your bookkeeper or attorney can check the ledger and synced accounting records anytime to confirm a balance or prepare a report. The platform keeps every record current. Your firm still owns the final reconciliation and any filings your bar requires.
Manual Trust Tracking vs. Trust Account Management
Most firms didn't choose manual trust tracking. They inherited it from spreadsheets and paper ledgers built before their caseload grew. Automatic routing and logging change that. Your team spends less time on manual entry, and the fund-isolation checks no longer depend on someone remembering to run them.
Manual Trust Tracking
Staff move each retainer payment into trust by hand, and hope nothing slips
A processing fee quietly comes out of the client's money
Someone has to remember to check a balance before it runs out
Trust records and your books live in two separate places
With AI Letter and Affidavit Drafting
A payment moves itself into trust the moment a client pays
The fee comes out of the firm's side, so the deposit lands whole
The platform watches every balance and flags it first
One record feeds both automatically
Frequently Asked Questions (FAQ)
These are the questions firms ask most before turning on eligibility screening. If yours isn't listed here, the details above on how screening works should cover it.
- 1. Does the software keep client funds separate from firm funds?
- 2. Does this work for clients paying from overseas?
- 3. Will we know before a trust account runs low?
- 4. Does this replace our bookkeeping software?
- 5. Can it manage evergreen retainers automatically?
- 6. Is our firm still responsible for trust compliance?
Automate the Fund Isolation Your Firm Already Owes Clients
Stop tracking trust balances by hand and start with retainer payments that route themselves. Book a consultation to see trust account management running against your firm's case volume.