Payments & Trust

Payments and trust,
handled for you.

Clients pay online,
it posts itself

Every invoice carries a secure pay link for card or bank transfer. The payment lands in the right account and marks the invoice paid, with nothing to enter by hand.

Try Clasp free
BankingAccountsTrust RequestsDisbursements
IOLTA Trust · ••••4821
$12,550.00
Operating · ••••1093
$48,212.40
Deposit DateSourceBank AccountStatusTotal Amount
10/14/2026VISACard · INV-2031
Operating
••••1093
Funds in TransitDeposited$4,820.00
10/9/2026VISACard
IOLTA Trust
••••4821
Funds in Transit$2,000.00
10/8/2026ACH
IOLTA Trust
••••4821
Funds in Transit$2,500.00
10/7/2026VISACard
Operating
••••1093
Deposited$1,000.00
10/7/2026ACH
IOLTA Trust
••••4821
Deposited$1,500.00
10/6/2026VISACard
IOLTA Trust
••••4821
Deposited$2,500.00
INV-2031 paid · $4,820.00 by card
9:41
ALAshford & Lane
Amount Due
$4,820.00
CardBank Transfer (ACH)
Name on card
Elena Martinez
Card number
Expiration
08 / 28
CVV
•••
Pay $4,820.00
Paid on her phone, deposited in Banking
Elena pays INV-2031 by card from her invoice email, and the deposit shows up in Banking against the case.
•••• 4242VISA
Bank account
ROUTING ••••0021ACCOUNT ••••6789
ACH
Card
0.00%
Per payment
Bank (ACH)
0%
Capped at $30
$0monthly
Payments at cost
2.95% for cards and 1% for bank transfers, capped at $30. No markup and no monthly fees.
VISA
OCT31
Visa •••• 4242
Autopay on
INV-2031 · due oct 31INV-2031 paid
Autopay from a card or bank
Clients save a card or bank account once, and each invoice is paid on its due date.

Trust that
tops itself up

Every case shows its trust balance. Set a minimum, and when the balance falls below it, Clasp charges the client's saved card or bank account to bring it back up.

Time & Billing
Trust balances · every caseAuto Replenish
$4,200.00
Below minimumTopped up
Min $1,000
Grace Kim
Kim Estate Plan
$2,500.00
Below minimumTopped up
Min $1,000
Elena Martinez
Martinez v. Martinez
$3,500.00
Below minimumTopped up
Min $1,500
Sofia Reyes
Reyes Custody
$1,300.00
Below minimumTopped up
Min $1,000
Daniel Okafor
Okafor DUI Defense
$2,500.00
Below minimumTopped up
Min $500
Linh Nguyen
Nguyen Estate Plan
$1,800.00
Below minimumTopped up
Min $750
Priya Shah
Shah Trust Package
2 cases topped up automatically
Every case kept above its minimum
Payments take Martinez and Okafor below their minimums, and each client's saved card or bank account tops them back up.
EM
Trust request sent · $2,500.00
To Elena Martinez · Martinez v. Martinez
now
Trust requests
Ask a client to fund their trust account. They pay from the link and the money goes straight to IOLTA.
VISA
Payment
$4,000.00
IOLTA · retainer
+$2,500.00
Operating · fees
+$1,500.00
Trust and operating, kept apart
Retainers go to your IOLTA account and earned fees to operating. Processing fees never come out of client funds.

Trust accounting,
reconciled

Every deposit and payment is recorded on the trust ledger and on each client's ledger. Three-way reconciliation checks them against the bank, every month.

Case management
Bank statement
Citizens Private Bank · ••••4821
Statement endingSep 30, 2026
Beginning balance$7,200.00
Deposits · 4+$8,500.00
Withdrawals · 2-$3,150.00
Balance
$0.00
Trust ledger
IOLTA Trust · September 2026
PeriodSep 1 – Sep 30
Opening balance$7,200.00
Deposits · 4+$8,500.00
Payments · 2-$3,150.00
Balance
$0.00
Client ledgers
5 clients with funds in trust
GKGrace Kim$2,000.00
EMElena Martinez$3,180.00
SRSofia Reyes$3,500.00
+ 2 more clients$3,870.00
Balance
$0.00
September 2026 reconciled
Three-way reconciliation · IOLTA Trust ••••4821
Difference
$0.00
Bank, ledger and client ledgers agree
September's bank statement, the trust ledger and the five client ledgers each come to $12,550.00, so the month is reconciled.
Operating
EMElena Martinez
$650.00
Trust refund
Claim securelyClaimed · instant
Standard ACHInstant
Disbursements
Send refunds, court fees and vendor payments from the right account. The recipient claims it securely, by standard ACH or instantly.
EM
Elena Martinez
Client ledger
Martinez v. Martinez
Aug 4Initial retainer+$5,500$5,500
Sep 9Applied to INV-2024-$2,820$2,680
Sep 30Retainer replenishment+$500$3,180
Balance in trust$3,180.00
A ledger for every client
Each client's deposits and payments are kept on their own ledger, with a running balance that always ties back to trust.
“Once you've used Clasp, it's hard to imagine going back to traditional practice management software.”
Maria CrabtreeOwner, Crabtree Law PC
“You don't realize how much bad software slows you down until you use something that doesn't”
James AlderPartner, Alder & Stone Legal Group

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