Inside LawAccounting's Trust-to-Operating Transfer Engine: How Firms Move Earned Fees Out of IOLTA on the Right Date, in the Right Amount, With the Right Paper Trail

The single most common trust accounting violation is not theft. It is a transfer made too early, in the wrong amount, or without a matching invoice behind it. LawAccounting's trust-to-operating transfer engine ties every withdrawal to a specific invoice, a specific matter ledger, and a specific date — and refuses the ones that would break the rules.