Built for state bar compliance officesstate bar compliance offices
Track which financial institutions submitted remittances, reconcile reports to payments, document exceptions, and produce audit-ready records — all in one purpose-built workspace. Trustline complements your accounting system; it never replaces it and never touches the money.
Capture remittance reports from every participating bank — manual entry or CSV. Validate gross, fees, and net automatically.
Auto-match payments to reports. Surface missing reports, unmatched payments, and amount mismatches as resolvable exceptions.
Every action — uploads, edits, approvals, exports — is logged in an append-only audit ledger your auditor can trust.
See How Trustline Works
Built specifically for IOLTA compliance — not adapted from generic software
Want to see this live in your program's context?
Book a WalkthroughThree ways to access Trustline
Choose the portal that matches your role.
Manage the full compliance lifecycle: reporting periods, bank submissions, exceptions, and audit exports.
Submit remittance reports, view submission history, and manage your institution's profile.
Ready to bring Trustline to your program?
Built for the work auditors actually inspect.
A skeptical CFO, a state bar foundation auditor, and a risk-averse IOLTA program administrator should all feel at home here. Trustline is deliberately boring where it counts: reliable, traceable, and configurable to your jurisdiction.
- Multi-tenant isolation enforced at the database layer
- All financial amounts stored as integer cents — no floating-point drift
- Append-only audit log: no UI, no API, no permission to edit
- Configurable validation rules per organization
- Export everything, always — CSV, no lock-in
- Soft deletes only for financial records