trust-balance-nudge

IOLTA trust balance monitoring tracks account funds against predefined floors to ensure regulatory compliance. This Skill continuously checks balances, drafts replenishment requests when funds fall below the set threshold, and generates audit documentation.

Automating replenishment requests involves checking trust balances against a predefined floor and drafting a request for human review when levels drop. This Skill handles the drafting automatically and provides detailed logs for audit purposes.

Yes, trust balance monitoring requires Smokeball to access trust balance data and M365 Mail to draft replenishment requests. These dependencies are necessary to retrieve account information and generate the compliance documentation.

Yes, you can draft a replenishment request for a specific matter by running the command with the matter ID. This initiates the trust balance check and generates the necessary request documentation for that particular case.

When an IOLTA trust balance falls below the required floor, the Skill automatically drafts a replenishment request for human review. It also generates detailed logs and reports to ensure compliance and provide a clear audit trail.

Automated trust balance checks require both Smokeball and M365 Mail to function, meaning firms without these tools cannot use the monitoring or drafting features. Additionally, generated replenishment requests require human review before execution.