SigmaPointPi

SigmaPointPi engineers integrated intelligence systems that consolidate global data, model uncertainty at scale, and deliver decision-grade clarity for markets, institutions, and national systems.

Law Firms

Trust accounting
that protects your license

IOLTA controls, matter segregation, and three-way reconciliation built for practices that cannot risk a trust violation.

MT-882 Acme×Trust / IOLTA×WIP board×Three-way×

Matters

MT-882Acme Corp · Series B counsel

Trust $184,200 · WIP $42,800

1h

MT-871Northwind · M&A diligence

Trust $96,400 · WIP $61,200

3h

MT-860Estate of Rivera · probate

IOLTA $28,100 · WIP $8,400

5h

MT-849City of Hale · litigation

Trust $12,000 · WIP $94,500

8h

MT-838Bright IP · patent portfolio

Trust $55,000 · WIP $22,100

1d

MT-827Summit REIT · refinance

Trust $210,000 · WIP $18,600

1d

MT-816Oak Family · trust admin

IOLTA $142,800 · WIP $4,200

2d

MT-805Helix Bio · licensing

Trust $73,400 · WIP $31,900

2d

MT-794Harbor Bank · regulatory

Trust $40,000 · WIP $56,200

3d

MT-783Quinn v. State · appeal

IOLTA $9,800 · WIP $14,400

4d

MT-772Vertex · employment advise

Trust $15,200 · WIP $7,800

5d

MT-761Atlas Fund · fund formation

Trust $128,000 · WIP $39,100

6d

MT-750Nova Media · trademark

Trust $22,400 · WIP $11,200

6d

MT-739Pike County · bond counsel

Trust $88,000 · WIP $27,500

7d

MT-728Ellis · divorce settlement

IOLTA $34,600 · WIP $9,100

8d

MT-717Cypher · SaaS MSA review

Trust $6,800 · WIP $4,400

9d

Matters›MT-882 Acme Corp · Series B counsel

Trust balance & three-way recon

Client trust ledger, IOLTA bank balance, and WIP aligned — three-way reconciliation clean as of this morning. Outstanding checks aging flagged separately.

Trust bal.$184,200

WIP$42,800

IOLTA bank$184,210

Unbilled38.4h

AR open$18,400

WIP burn12.6h/wk

Bank$184,210

Ledger$184,200

Client$184,200

Δ $10 float

WIP burn · this matter

12 wks38.4h unbilled · $42.8k

Trust ledger · Acme

DateEntryAmtBal

06/02Deposit · ACH+25,000184,200

05/28Hard cost · filing−850159,200

05/22Fee transfer−12,400160,050

05/14Deposit · wire+40,000172,450

05/01Opening bal.—132,450

Three-way Bank = Ledger = Client ($10 Δ float)

Last recon Today 10:14

Responsible partner · corporate desk

Trust / IOLTA activitythree-way

10:14:02IOLTAThree-way recon · bank vs ledger OKOK

10:13:41TRUSTClient deposit Acme · $25,000 ACHOK

10:13:08WIPTime entry 4.2h · partner ratePOST

10:12:33RECONOutstanding checks aging · 2 itemsWARN

10:11:55TRUSTDisbursement approved · MT-860OK

10:11:12ARInvoice INV-4412 sent · $18,400INFO

10:10:40IOLTAInterest sweep posted monthlyOK

10:09:55WIPAssociate 6.5h · diligence memoPOST

10:09:12TRUSTHard cost advance · filing fee $850OK

Leave a matter note…

Active matters

matter-ledger · trust & billingIOLTA OK

MATTERPHASEBILLINGTRUST

Meridian Corp. AcquisitionDue Diligence$142,000$1,420,000

Patel IP LitigationDiscovery$68,400$98,200

Estate of HarrisonProbate Filing$24,800$284,500

Riverside Zoning AppealHearing Prep$18,200$45,800

Trust controls

Three-Way Reconciliation

Trust ledger, client sub-ledger, and bank statement matched daily with exception flagging.

Interest Remittance

IOLTA interest calculated and remitted to state bar foundation per jurisdictional requirements.

Retainer Threshold Alerts

Automatic notifications when client trust balances fall below agreed minimum retainers.

Matter-Level Segregation

Hard segregation prevents commingling across matters with audit-trail documentation.

Clio sync

Matter Management1,240 records2 min ago
Time & Expense48,200 records5 min ago
Trust Accounting3,840 records1 min ago
Billing & Invoicing12,600 records3 min ago