ClearIOLTA automates your mandatory 3-way trust account reconciliation — matching your Bank Statement, Book Ledger, and Client Sub-Ledgers down to the penny. Stop guessing. Start knowing.
Find out if your trust accounts would survive a State Bar audit — before the Bar finds out for you.
A $12 bank fee accidentally charged to your IOLTA account triggers the same investigation as intentional misappropriation. Standard accounting software was never built for this level of scrutiny.
Even minor ledger discrepancies during a random audit can result in immediate suspension of your ability to practice law.
Accidentally depositing a client retainer into your operating account — or vice versa — is the single most common ethics violation in legal practice.
Generic accounting software only performs 2-way reconciliation. State Bars mandate a strict 3-way match: Bank ↔ Book ↔ Individual Client Ledgers.
Securely drag and drop your monthly Bank Statement CSV and your Clio, MyCase, or QuickBooks trust ledger export into our encrypted portal.
Our proprietary algorithm instantly cross-references your Bank Balance, Book Balance, and every individual Client Ledger — flagging missing deposits, uncashed checks, and ledger mismatches.
Within 24 hours, you receive a pristine, Bar-compliant 3-Way Reconciliation Report — ready to file, ready for any audit, total peace of mind.
Below is a sanitized example of a ClearIOLTA 3-Way Reconciliation Report. One glance tells you if your trust accounts are audit-proof — or if there's a hidden discrepancy that needs immediate attention.
| Reconciliation Layer | Balance | Status |
|---|---|---|
| Bank Statement (Chase ****4821) | $89,245.00 | ✓ Verified |
| Book Balance (Clio Trust Ledger) | $89,245.00 | ✓ Verified |
| Sum of Client Ledgers (12 active matters) | $89,195.00 | ✗ Discrepancy: -$50.00 |
| Date | Client / Matter | Expected | Recorded | Variance | Issue |
|---|---|---|---|---|---|
| 07/15/2026 | Martinez v. ABC Corp | $5,000.00 | $4,950.00 | -$50.00 | Bank Fee Misapplied |
Recommended Action: A $50.00 wire transfer fee was charged to the IOLTA trust account instead of the firm's operating account on 07/15/2026. Transfer $50.00 from operating to trust to restore compliance.
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