💼 Trust & Billing Ledger
Record trust deposits, fee charges, and refunds per matter, see the running balance, and print a client statement. Entries you log here appear in your client's secure portal Trust view.
Important: This is a simple per-matter ledger and statement tool — not a three-way-reconciliation IOLTA system of record. You remain responsible for trust-accounting compliance under ABA Model Rule 1.15 and your jurisdiction's rules (including separate bank records and three-way reconciliation). Verify all figures.