Focused audit · coming soon

IOLTA Safety Check

A written anomaly report on three months of trust account activity. Delivered as a PDF, not a meeting.

Planned at $1,499 one-time

Most solo firms don't have a dedicated bookkeeper, and trust accounting errors are the single most career-ending category of mistake a lawyer can make. This audit is a one-time written review: three months of activity in, a flagged-patterns report out in 48 hours. Every flag includes a confidence level and a recommended next action, not legal advice, but a second set of eyes on the numbers. A bookkeeper engagement to remediate a known IOLTA error usually runs $3,000 to $8,000, and a bar discipline matter begins well above that and grows. The point of this audit is to surface drift while it is still cheap to fix.

This audit isn’t live yet. If it’s something you’d actually use, add yourself to the list and I’ll email you the moment it ships, not a newsletter, just one message when this one is ready.

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Prevaldi is a product of Waastah Technologies (Pvt) Ltd. Audits are delivered as a written PDF by email, written record, no scheduling, faster turnaround.