trust-balance-nudge
OfficialMonitor and draft replenishment requests for trust balances, ensuring regulatory compliance.
Authorventurecrane
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill monitors IOLTA trust balances, drafts replenishment requests when balances fall below a set floor, and provides necessary documentation for regulatory compliance.
Core Features & Use Cases
- Trust Balance Monitoring: Continuously monitors trust balances against predefined floors.
- Drafting Requests: Automatically drafts replenishment requests for human review when balances are low.
- Documentation: Provides detailed logs and reports for compliance and audit purposes.
- Use Case: For law firms managing trust accounts, this Skill ensures that trust balances are maintained above regulatory requirements and provides timely alerts for replenishment.
Quick Start
To draft a replenishment request for a specific matter, run the command: hermes run trust-balance-nudge --matter <matter-id>
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: trust-balance-nudge Download link: https://github.com/venturecrane/ss-console/archive/main.zip#trust-balance-nudge Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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