Operations workspace
Valor Operations Desk
Search matters, clients, documents...
Active arrests
14
last 72 hours
Court today
6
3 custody matters
After-hours response
4m
attorney handoff
Deadlines
31
next 14 days
Firm OS module
Trust (IOLTA) accounting
Append-only client ledgers, approvals, earned-fee transfers and monthly three-way reconciliation. Records only: your bank holds the funds.
Platform or add-on · attorney compliance review before go-live
Bank statement balance
$20,000.00
Trust journal balance
$20,000.00
Sum of client ledgers
$20,000.00
Last reconciliation: September, reconciled with 0 exceptions.
Client ledgers
| Client | Matter | Balance |
|---|---|---|
| Alvarez, M. | 26-0212 | $7,500.00 |
| Whitfield, J. | 26-0219 | $2,500.00 |
| Ortiz, S. | 26-0225 | $10,000.00 |
Journal (append-only)
- Oct 09 · Deposit, retainerS. Rivera$7,500.00
Entries cannot be edited or deleted. Mistakes are corrected by a visible reversal.
Record a transaction
Try disbursing more than a ledger holds to see the overdraft block.