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Summit Matter Command Center
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34
last 30 days
Active matters
76
across 5 attorneys
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18
next 7 days
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3
attorney review
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
$14,500.00
Trust journal balance
$14,500.00
Sum of client ledgers
$14,500.00
Last reconciliation: September, reconciled with 0 exceptions.
Client ledgers
| Client | Matter | Balance |
|---|---|---|
| Morales, A. | 26-0402 | $7,500.00 |
| Park, D. | 26-0409 | $5,000.00 |
| Reyes, M. | 26-0415 | $2,000.00 |
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.