Client trust account payments for law firms, approved and reconciled
Law firms: client trust accounts
Client trust account payments for law firms, approved and reconciled
Client money needs careful records, approvals and regular reconciliation. IXFXN keeps every client-fund payment approved, recorded and matched to the bank statement. Solo practitioners can pre-authorise limits instead of needing a second person, with an after-the-fact review.
What you'd use it for
- Settlement and disbursement payments from client trust
- Matter references on every payment
- Reconciliation against the bank statement, with breaks explained
The controls that matter here
- Two-person approval, or pre-authorised limits with after-the-fact review for solo practices
- No payment can be approved by the person who requested it
- You remain responsible for your bar's trust-account rules
Ask: “Pay the settlement of 85,000 USD from client trust for matter 2026-114.”