Dashboard
IOLTA trust balance (0000)
$910,470.22
Unallocated pool
$9,830.67
Allocated to case ledgers
$878,048.07
Plans ready to pay (awaiting signer)
1
Unexplained bank items
0
1P with 3P Settled — 23 cases
Source: fictional demo cases. Trust balances come only from the case ledger; nothing is allocated until the signer approves in chat.
| File # | Client | 3P settlement | Check status | Held in trust (ledger) | Case expenses | Worksheet | Plan | Flags |
|---|---|---|---|---|---|---|---|---|
| D-1002 | Ben Example | $17,443.11 | In trust | $0.00 | $1,502.68 | — | approved | |
| D-1003 | Cora Testwell | $22,591.48 | In trust | $0.00 | $1,881.45 | — | approved | |
| D-1004 | Dex Placeholder | $18,753.84 | In trust | $18,753.84 | $1,348.86 | — | — | |
| D-1005 | Ella Demoson | $69,901.34 | In trust | $69,901.34 | $1,313.90 | — | pending_approval | |
| D-1006 | Finn Fakeley | $33,765.04 | In trust | $33,765.04 | $1,510.51 | — | draft | |
| D-1007 | Gia Mockridge | $36,693.17 | In trust | $36,693.17 | $1,562.78 | — | approved | |
| D-1008 | Hugo Fictitious | $63,856.08 | In trust | $63,856.08 | $2,005.33 | — | — | |
| D-1009 | Ivy Pretendo | $56,584.13 | In trust | $56,584.13 | $770.66 | — | — | |
| D-1010 | Jack Madeup | $91,114.46 | In trust | $91,114.46 | $3,000.22 | — | — | |
| D-1011 | Kai Dummyfield | $73,406.39 | In trust | $73,406.39 | $781.77 | — | — | |
| D-1012 | Luna Specimen | $20,810.90 | In trust | $20,810.90 | $1,745.19 | — | — | |
| D-1013 | Milo Notreal | $30,591.12 | In trust | $30,591.12 | $1,625.53 | — | — | |
| D-1014 | Nora Sampleton | $26,482.54 | In trust | $26,482.54 | $1,214.59 | — | — | |
| D-1015 | Otto Imaginary | $48,297.62 | In trust | $48,297.62 | $1,310.63 | — | — | |
| D-1016 | Pia Trialson | $27,684.24 | In trust | $27,684.24 | $2,468.36 | — | — | |
| D-1017 | Quinn Prototype | $62,420.76 | In trust | $62,420.76 | $1,364.29 | — | — | |
| D-1018 | Rex Lorem | $52,549.79 | In trust | $52,549.79 | $1,981.01 | — | — | |
| D-1019 | Sage Ipsum | $91,321.84 | In trust | $91,321.84 | $868.72 | — | — | |
| D-1020 | Theo Doe | $71,314.81 | In trust | $71,314.81 | $584.11 | — | — | |
| D-1021 | Uma Roe | $28,237.94 | Check NOT received | $0.00 | $824.59 | — | — | |
| D-1022 | Vic Mockford | $18,425.39 | Check NOT received | $2,500.00 | $996.84 | — | — | |
| D-1023 | Wren Fable | $94,976.22 | Check NOT received | $0.00 | $2,551.30 | — | — | |
| D-1024 | Xavi Storybook | $43,643.39 | Check NOT received | $0.00 | $2,351.16 | — | — | |
| TOTAL | $1,100,865.60 | |||||||