Our Benefits

Maximize revenue, minimize costs,
and keep data safe.

The IOLTA Solutions Suite utilizes cutting-edge technology providing significant benefits to programs.

Maximize IOLTA Revenue Graphic
Maximize IOLTA Revenue
  • Track and manage key metrics, including balances, rates and revenue trends
  • Interest rate monitoring and analysis
  • Bank rate compliance tracking
  • Identify lost revenue sources
  • Track attorneys, firms, and accounts for revenue recovery
  • Custom reporting and analysis
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Minimize Program Costs
  • With IMS (IOLTA Management System):
    • Automate manual processes
    • Transform to fully electronic processing
  • With RUS (Remittance Upload System):
    • Eliminate manual corrections of common remittance file errors
    • Eliminate insecure file handling methods (mail, email, paper files, etc.)
    • Streamline remittance process to several “clicks” to post bank data
  • With AES (Account Enrollment System):
    • Eliminate paper forms and handling
    • Improve security of attorney account information
    • Improve process for attorneys to register new accounts
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Improve Security
  • Upgrade to the IOLTA Solutions Suite utilizing leading edge security protocols:
    • TSL\SSL with sha256RSA for secure data transmissons.
    • Backup Layer Encryption with end-to-end AES 256-bit encryption, encrypts backup files and data at source, during backup, in flight and at rest.
    • Static IP addresses can be established to limit connections to pre-assigned physical locations.
    • Two Factor Authentication (2FA) for enhanced user security
    • Complex password requirements
    • VPN option