The Interest on Lawyers Trust Accounts program exists because access to fair and proper legal services should be a right, not a privilege. Yet complex processes, countless lines of calculations and inefficient methods of retrieving and tracking data can make the management and distribution of IOLTA funds labor-intensive and complex.
SmartSimple helps IOLTA organizations go paperless, and automates the many time-consuming manual tasks involved in the collection and fund allocation process through a centralized, online system.
Produce comprehensive summaries and statewide overview reports, keeping essential stakeholders up-to-date about the outcomes and impact the funding program is accomplishing for low-income communities, statewide.
IOLTA360° supplies you with reliable data needed to ensure the greatest visibility into the flow of your IOLTA dollars to appropriately oversee their grantee portfolio.
IOLTA360° comes equipped with intuitive user web portals that monitor engagement, time, and effort logged.
Monitor your financials and deliverables for every supported organization in your system Import the most recent poverty statistics directly into IOLTA360° and save hours of data entry and processing time.
Automated workflows notify you when evaluative reports are received by the system Ad-hoc list views provide reporting visibility into organizational spending and annual distributions.
Save time, paper, and ensure security with confidentiality with IOLTA360°’s e-signature integration with Signority services.