Legacy Operating Desk
Households, assets, fiduciaries, documents, reviews, and vault permissions.
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EH
Active households
24
3 this month
Assets under advisement
$482.7M
6.4% this month
Documents in progress
37
8 this month
Annual reviews due
11
next 30 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
$23,050.00
Trust journal balance
$23,050.00
Sum of client ledgers
$23,050.00
Last reconciliation: September, reconciled with 0 exceptions.
Client ledgers
| Client | Matter | Balance |
|---|---|---|
| Ellis, R. | 26-0301 | $4,800.00 |
| Whitman, H. | 26-0307 | $0.00 |
| Garza, L. | 26-0310 | $18,250.00 |
Journal (append-only)
- Oct 09 · Deposit, retainerS. Rivera$4,800.00
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.