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Legal Trust & Retainer (IOLTA) Accounting

Legal Trust & Retainer (IOLTA) Accounting

$ 192.15 $ 192.15

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License: OPL-1, every download is watermarked.
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Compatible with Odoo 18.0 · 19.0
OPL-1 license · 35+ languages · Community & Enterprise
Legal Trust & Retainer (IOLTA) Accounting for Odoo — preview banner

Legal Trust & Retainer (IOLTA) Accounting

Client trust ledgers, retainer replenishment alerts and three-way reconciliation for law firms, with cardinal no-overdraft enforcement.

Client trust ledgers, retainer replenishment alerts and three-way reconciliation for law firms, with cardinal no-overdraft enforcement.

Key Features

Trust-to-Operating Billing Transfer

Trust-to-Operating Billing Transfer. Tracks Reference, Matter, Trust Account, Currency, Company. One-click confirm, cancel.

Client Matter (Trust Sub-Ledger)

Client Matter (Trust Sub-Ledger). Tracks Matter Title, Matter Number, Client, Responsible Attorney, Trust Account. One-click open, close, reopen, view ledger.

Trust Retainer Replenishment Policy

Trust Retainer Replenishment Policy. Tracks Matter, Currency, Active, Target Retainer Level, Replenishment Threshold. One-click test alert now.

Client Trust Bank Account (IOLTA / Pooled / Dedicated)

Client Trust Bank Account (IOLTA / Pooled / Dedicated). Tracks Account Name, Bank, Account Number, IBAN, Active. One-click view matters, view transactions.

Trust Account Three-Way Reconciliation

Trust Account Three-Way Reconciliation. Tracks Reference, Trust Account, Currency, Company, Statement Date. One-click reconcile, reset to reset to draft.

Client Trust Statement

Client Trust Statement. Tracks Matter, Trust Account, Currency, Company, Period Start. One-click regenerate.

Client Trust Ledger Entry

Client Trust Ledger Entry. Tracks Matter, Trust Account, Currency, Company, Is Source Leg. One-click post, void, set reset to draft.

Use Cases

✓Manage trust-to-operating billing transfer directly inside Odoo without spreadsheets.
✓Manage client matter directly inside Odoo without spreadsheets.
✓Manage trust retainer replenishment policy directly inside Odoo without spreadsheets.
✓Manage client trust bank account directly inside Odoo without spreadsheets.
✓Stay audit-ready with German statutory references and exportable worksheets/files (you submit under your own login).

Screenshots

Legal Trust & Retainer (IOLTA) Accounting — Billing Transfers in Odoo

Billing Transfers

Legal Trust & Retainer (IOLTA) Accounting — Matters in Odoo

Matters

Legal Trust & Retainer (IOLTA) Accounting — Retainer Policies in Odoo

Retainer Policies

Legal Trust & Retainer (IOLTA) Accounting — Trust Accounts in Odoo

Trust Accounts

Legal Trust & Retainer (IOLTA) Accounting — Threeway Reconciliations in Odoo

Threeway Reconciliations

Legal Trust & Retainer (IOLTA) Accounting — Trust Statements in Odoo

Trust Statements

Specifications

  • Compatible: Odoo 18.0 / 19.0
  • License: OPL-1
  • Languages: 35+
  • Author: Pokutsoft
  • Dependencies: base, mail
  • Support: support@pokutsoft.com
  • Update date: 2026-07-24