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Apex Case Command Center
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New leads
47
+18% this week
Active matters
142
31 in treatment
Case value
$8.7M
tracked open matters
Response
11m
qualified lead average
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
$15,700.00
Trust journal balance
$15,700.00
Sum of client ledgers
$15,700.00
Last reconciliation: September, reconciled with 0 exceptions.
Client ledgers
| Client | Matter | Balance |
|---|---|---|
| Okafor, R. | 26-0147 | $12,500.00 |
| Nguyen, T. | 26-0151 | $3,200.00 |
| Morales, E. | 26-0158 | $0.00 |
Journal (append-only)
- Oct 09 · Deposit, retainerS. Rivera$12,500.00
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.