• COMPLIANCE
  • MATTERS
  • AUDIT
  • HUMAN

How to monitor trust account balances with your AI

Connect LawPay to your agent to run instant audits on your trust accounts. You can query specific matter balances or check overall IOLTA compliance through simple chat.

Ask AI about this page

Short answer

How can I check my trust balances using AI?

Your agent pulls live data from LawPay to report on specific matter balances or total IOLTA holdings. You get immediate answers to compliance questions without logging into the LawPay dashboard manually.

The outcomes

What you get from your agent

Your agent handles the data retrieval so you can focus on the numbers.

COMPLIANCE

Verify IOLTA status

The AI checks your total trust holdings against expected amounts. It flags discrepancies that might indicate a compliance issue.

MATTERS

Check matter balances

Ask for the exact amount held for a specific client or case. The AI pulls the current balance directly from the relevant account.

AUDIT

Review recent activity

Get a list of recent movements in your trust accounts. This helps you spot unauthorized or accidental transfers quickly.

HUMAN

Manual reconciliation

The AI provides the data, but you must perform the final reconciliation. It identifies the gaps, but you make the accounting decisions.

The workflow

What your AI does when you ask for balance updates.

The agent acts as a bridge between your chat interface and your LawPay data.

  1. Identify accounts

    The agent finds all available trust and operating accounts in your LawPay profile.

    list_accounts

  2. Target specific funds

    Once it finds the right account, the agent pulls the specific details for that trust fund.

    get_account

  3. Analyze movement

    The agent looks at the history of deposits and withdrawals to verify the current balance.

    list_transactions

  4. Report findings

    The agent summarizes the balance or the specific transaction history you requested in plain text.

    get_accountlist_transactions

Try it

Copy these to start.

Use these prompts to begin interacting with your LawPay data.

Starting points

Replace the bracketed text with your actual LawPay account names or client identifiers.

LawPay Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_EfrgXpNkpm46dJnLnO79PkVfdyyT9Q3lX8xcTB0j/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — LawPay capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "lawpay-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_EfrgXpNkpm46dJnLnO79PkVfdyyT9Q3lX8xcTB0j/mcp"
    }
  }
}
Copy into chat04

  • What is the current balance in my [Account Name] trust account?

  • Show me the last five transactions for the [Client Name] matter.

  • List all my trust accounts and their current balances.

  • Did any transactions occur in my IOLTA account in the last 24 hours?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect LawPay once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect LawPay to your AI

FAQ

How this task behaves

  • 01

    Can my AI move money between trust accounts?

    No. The tools only allow the AI to read account data and transaction history. You must log in to LawPay to perform any transfers.

  • 02

    Can the AI delete transactions?

    No. The agent has no capability to modify or delete any records in LawPay.

  • 03

    How real-time is the balance data?

    The data is as real-time as your LawPay account. The AI pulls the current state of the account at the moment you ask.

  • 04

    Can I use this to reconcile my books?

    The AI can provide the data needed for reconciliation, but you are responsible for the actual accounting work and final verification.

  • 05

    Does the AI see my full credit card info?

    No. The AI only accesses the account and transaction data provided through the LawPay tools.

  • More questions about LawPay? The Connector page answers them. See everything the LawPay Connector can do

Connect LawPay to Claude, Cursor, ChatGPT & more