We created business banking solutions designed specifically for solo and small law firms that help address inefficient workflows, provide sophisticated money movement functionality and quality customer service. Bank when and where you want so you can focus on the important stuff - your clients and the communities you serve.
After many conversations with attorneys, we wanted to improve and overcome the many challenges that come with running a solo or small firm. We first tackled one of the biggest pain points attorneys face - Clients’ Funds Trust Account (IOLTA / IOLA) management. We’ve mastered all the intricate in’s and out’s of an arduous trust account reconciliation process and streamlined it so it can be done at the touch of a button.
"It’s not just our job, but our passion to truly understand our customers’ challenges. This enables us to create solutions and make a difference in their lives."
Head of Product
Head of Operations & Customer Success
Head of Engineering
Top 5 SBA Lender
TOP 10 FOR 10 YEARS STRAIGHT
Top 5% of Banks