Our mission is to partner with title insurance companies to educate lawyers and agents on the proper handling of client funds and trust account recordkeeping. We have experience with ALTA best practices, state bar rules, and over a decade and 1200 IOLTA account audits.
We work with companies to design programs that educate lawyers and agents on the p roper handling of client funds, record keeping, and wire fraud prevention. We design each programs according to ALTA best practices, state bar rules, and your company guidelines. Contact us for details.
We teach CLEs both in person and online. We are certified to teach CLE in New York and California. We are happy to teach a CLE for your group. If your bar association needs a class for mandatory CLE credit, we will be glad to work to get an approval for your state.
Contact us for details.
We created IOLTA One™ specifically for IOLA/IOLTA accounts to be used remotely from anywhere, on any device, with internet access. IOLTA One is so easy to use, it reduces IOLTA bookkeeping to simple data entry, eliminates the most common IOLTA mistakes, and keeps records in compliance with New York rules. With mobile banking technology and IOLTA One, a lawyer can handle a complete transaction and immediately enter the transactions into their IOLTA records anywhere with internet access at any time their schedule allows.