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.

Save time, save effort, and empower
your process with IOLTA360°

Automation picture


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.

Impact picture


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.

Transparency picture


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° product image

IOLTA360° in Action

Fully Configurable User Account icon

Customizable Portals

IOLTA360° comes equipped with intuitive user web portals that monitor engagement, time, and effort logged.

Integration icon

Applications and Budgets

  • Accurately distribute your funding based on poverty and population statistics
  • Eliminate the need for innumerable spreadsheets required for allocation models; IOLTA360°
  • Allocate your funding based on discretionary grant awards or formulaic grants
  • Powerful analytic tools to accurately distribute funds and calculate expenditures
Simplified and streamlined icon

Financial and Evaluative Reports

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.

Easily manage data icon

Automated Email Notifications

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.

Precise disbursement icon

E-Signature Integration

Save time, paper, and ensure security with confidentiality with IOLTA360°’s e-signature integration with Signority services.

Discover more from our blog
5 Reasons SmartSimple IOLTA All-In-One Software Is Better Than The Competition
Why You Should Be Measuring Your Philanthropic Impact And Outcomes
How Machine Learning Can Help Grants Management
Need a quick solution for a simple granting process?

SmartSimple Direct is ideal for organizations with limited budgets looking for a simple yet complete grants management system delivered all in two weeks.

Request Demo

Learn more about the SmartSimple platform and see it in action.