IOLTA Account Setup

Establish a compliant IOLTA account through Clasp with a guided, compliant setup from day one.

About

IOLTA setup handled for you

Why IOLTA accounts are imporant

IOLTA accounts have strict rules around how client funds are held and managed. We ensure your setup aligns with state requirements.

Improper trust account setup can lead to:

Compliance violations, accounting errors, and disciplinary risk

Set up with Citizens Private Bank

Work with our trusted banking partner that understands legal trust accounts and law firm compliance needs.

Connected to your trust workflows

Your IOLTA account integrates directly with Clasp—so payments, balances, and transfers are tracked automatically.

We’ll handle your IOLTA setup

We’ll take care of your IOLTA account setup through our trusted banking partner to ensure your trust account is compliant and structured correctly for your state.

FAQs

FAQs about IOLTA accounts for law firms

Explore more features

Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.

Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.

Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.