Every dollar recorded, every trust account reconciled.
DuraLex will pull your bank transactions through a secure bank connection, record each one in QuickBooks against the right client and matter, and reconcile your IOLTA trust account three ways, all day, not once a month.
Your accounts connected, in about a minute.
DuraLex will connect your operating and IOLTA trust accounts through Plaid. You sign in to your bank inside Plaid's secure window, so your bank password never reaches DuraLex, and DuraLex asks only to read balances and transactions.
- Choose Connect bank in DuraLex
- Plaid's secure window opens
- Pick your bank
- Sign in at your bank, inside Plaid
- Choose the accounts and their roles
- Connected, read only
Planned connection. DuraLex will request read-only access to balances and transactions; it will not be able to move money. Plaid is a separate company. Bank names are shown to illustrate the picker; DuraLex is not affiliated with any of them.
Operating and trust, side by side.
Press play to run a sample morning. Each transaction arrives from the bank, is matched to a client and matter, and is recorded in QuickBooks. Money leaves trust only with attorney approval.
QuickBooks · comingBank connection through Plaid · plannedThree numbers that must always agree.
The bank's trust balance, your trust ledger and the total of every client's ledger. DuraLex will compare them after every transaction and stop problems before they become violations.
- Held for a medical lien$1,500.00 for James Carter · pay or release within 30 days · task for David K.
- Blocked before it happenedA $3,200.00 payment would overdraw Grace Liu's trust ledger ($3,000.00). Needs attorney review.
- Card fees never touch trustCard processing fees are charged to the operating account, never to the IOLTA trust account.
- Earned fee still in trustMove earned fees out of trust promptly so client and firm money never mix.
Everyone sees the matters they work on, and only the money they should.
Pick a role. The managing attorney sees the whole firm. An associate sees their own matters. Staff see their matters without dollar amounts. The bookkeeper sees the money without the case files.
Sample firm, made-up names and amounts. Access by role is planned.
How accounting rolls out.
- Invoices and online paymentsLive
Sent from the matter; payments applied to the client - QuickBooks Online syncComing
Every invoice, payment, deposit and transfer recorded - Bank connectionPlanned
Operating and trust transactions through Plaid - Trust ledger and three-way reconciliationPlanned
Client ledgers, alerts and monthly reports - Money dashboards by rolePlanned
Who works on what, and what each matter holds
In Pennsylvania, Rule 1.15(c)(4) requires a monthly reconciliation of each trust account that agrees with the total of the client balances, Rule 1.15(c) requires records kept for five years, and approved banks report trust overdrafts under Pa.R.D.E. 221(h). Other states differ. The attorney remains responsible for the trust account; DuraLex will keep the records and raise the alerts.