IOLTA violations are the leading cause of state bar disciplinary actions. ShtegLegal makes compliant client trust account management automatic — and makes matter-close disbursements instant.
Settlement proceeds or retainer funds arrive into the firm's ShtegLegal trust account. Segregated from operating funds automatically. IOLTA-compliant from day one.
Attorney defines disbursement recipients and amounts: client share, attorney fees, expert witnesses, liens. All amounts reconcile to total before execution is permitted.
Each recipient confirms their disbursement amount and account. No disbursement proceeds without full confirmation from all parties.
All parties paid simultaneously on the federal payment rail at matter close. Attorney receives fees and client receives settlement at the same instant. Bar-ready audit record generated automatically.
Commingling client funds with operating funds — even accidentally — is a bar violation in every U.S. jurisdiction. The most common cause is manual error in trust account management.
ShtegLegal eliminates manual trust account management. Every dollar entering the trust account is automatically segregated. Every disbursement is recorded with the information your state bar requires.
No commingling. No manual ledgers. No bar complaints.
For law firms, solo practitioners, and legal operations teams. Join the waitlist for early access to ShtegLegal.