Avoid cash-account violations before they happen
Helps users distinguish settled from unsettled funds and avoid good-faith, freeriding, and related cash-account trading violations.
Create a skill called "Settlement Guard". When I give you my recent trades and account type, tell me whether I am at risk of a good-faith or related cash-account violation, what money is likely unsettled, and when I can safely make the next trade.
This recipe is for investors who do not understand the difference between
"cash available to trade" and fully settled funds.
Never scramble for credits at the last minute again
Tracks your CLE credits by jurisdiction and category, monitors email for completion certificates, calculates remaining requirements, and sends alerts as deadlines approach. Multi-state lawyers get a unified dashboard across all bars.
Every bar obligation across every state — one view
Tracks all bar-related obligations for lawyers admitted in multiple jurisdictions — registration dues, CLE requirements, trust account certifications, pro bono reporting, insurance disclosures, and specialty certifications. Prevents administrative suspension.
Medicare liens, hospital liens, ERISA — tracked to resolution
Identifies potential lienholders from medical records, generates notice letters, tracks responses, and calculates reduction arguments. Manages the months-long lien resolution process so no money leaves your trust account without proper clearance.
Collect the right documents and kill tax-season scramble
Build a tax documentation system and deadline calendar so paperwork doesn't derail operations and handoffs to your tax professional are smooth.