"A lawyer in possession of any funds or other property belonging to another person, where such possession is incident to his or her practice of law, is a fiduciary, and must not misappropriate such funds or property or commingle such funds or property with his or her own."



Automated IOLA ledger maker

  • Addresses the usual requirements of Ethics Committees

  • Reconstructs ledger

  • Attributes unassigned attorney fees to cases

  • Produces opening balance

  • Shows attorney fee dynamics

  • Identifies and merges misspelled cases

  • DIY or on-demand

Collating Data

Emergency IOLA

Are your accounts being investigated? Did you receive an inquiry from an Ethics Committee? Do you have an upcoming deposition? Using our automated Smart IOLA solution you can organize your IOLA books in just minutes! Our dedicated team is available to speed up the process and get your ready to respond to the toughest inquiries.

Deposition prep

Most attorneys think they remember all details about their client matters and can explain them well in a deposition. However, experience shows the opposite. Mismatching dates and numbers, unclear liens, withdrawals, expenses, funding interest, can easily ruin your deposition, Our dedicated team can help you prepare for your official statements.

IOLA maintenance

With Smart IOLA automated solution maintaining an IOLA account is easy and can take just minutes of your time. You don't have to be an accountant to use it or even hire one to maintain your IOLA books. Smart IOLA will take care of that for you and let you fully focus on your law practice.


​"I found IOLA Ledger Solutions just days before my deadline to submit ledger to the Grievance Committee. I submitted my books on time and got a dismissal!"

New York personal injury Attorney (formerly under investigation)

Get in Touch

One World Trade Center, Fl. 85
New York, NY 10006

(212) 203 5642


(212) 203 5642

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