Legal
These terms govern your firm's use of IOLTA Guard. Please read them — they describe what we are responsible for, and what remains yours.
Effective July 20, 2026
IOLTA Guard is software. It is not a law firm, not an accounting firm, and not a substitute for professional judgment. Nothing in the Service is legal advice, accounting advice, or tax advice.
Compliance with your state bar's trust accounting rules remains your responsibility at all times. You are the attorney of record. You are obligated to review your own records, verify your own reconciliations, and satisfy yourself that your trust account complies with your jurisdiction's trust accounting rules. Our software helps you do that work; it does not do it for you, and it does not assume your professional obligations.
Who is bound, and how
These Terms of Service (the “Terms”) form a binding agreement between IOLTA Guard (“we,” “us”) and the law firm or organization that subscribes to the Service (“you,” the “Firm”). They cover ioltaguard.com and the IOLTA Guard application (the “Service”).
By creating an account, or by using the Service, you accept these Terms. If you are accepting on behalf of a firm, you represent that you have authority to bind that firm, and “you” means the firm.
Our Privacy Policy is incorporated into these Terms and describes how we handle information.
You must be at least 18 years old and capable of forming a binding contract to use the Service.
Your responsibilities
Firm administrators control who has access and at what permission level. We act on the instructions of your administrators and are not responsible for how your firm allocates internal access.
Trials, fees, and cancellation
New firms receive a 30-day free trial. No credit card is required to start. At the end of the trial, you must enter payment details to continue using the Service. If you do not, your account is limited rather than deleted — your data remains available to export as described below.
| Plan | Monthly | Includes |
|---|---|---|
| Solo Practitioner | $99/mo | 1 user, 1 bank account |
| Basic | $199/mo | 3 users, 3 bank accounts |
| Advanced | $299/mo | Unlimited users and bank accounts |
Fees are stated in U.S. dollars and billed monthly in advance. Prices shown at signup govern your subscription. Fees are exclusive of taxes, which we will add where required.
Payments are processed by Stripe. Your subscription renews automatically each month until canceled. By subscribing, you authorize recurring charges to your payment method. If a payment fails, we may retry and may suspend access until the balance is settled.
We may change our fees. We will give you at least 30 days' notice by email before a change affects you, and the new price applies from your next billing period. If you do not agree, you may cancel before it takes effect.
You may cancel at any time from the billing page in your account. Cancellation takes effect at the end of your current billing period, and you retain access until then.
Fees already paid are non-refundable, and we do not prorate partial months. This does not limit any refund right you have under applicable law. If we terminate your subscription for a reason other than your breach of these Terms, we will refund the unused portion of any prepaid fees.
Ownership, export, and deletion
Your data is yours. The clients, matters, transactions, ledgers, and reconciliations your firm enters remain your property. We claim no ownership over them.
You grant us a limited license to host, process, transmit, back up, and display that data solely to provide the Service to you and as directed by you. We do not use it for advertising and do not use it to train machine learning models.
Export. Firm administrators can download a complete CSV archive of firm data at any time from the billing page, whether or not the subscription is active.
After cancellation. Because state bars generally require attorneys to retain trust records for five to seven years, we give you a deliberate window before deleting anything:
Reactivating before deletion restores your data intact. You are responsible for exporting and retaining the records your professional obligations require you to keep. Do not treat IOLTA Guard as your only copy of your trust records.
What you may not do
You agree not to:
Good-faith security research is welcome. Contact us first and we will work with you.
Availability, changes, and ownership
We will provide the Service with reasonable skill and care, and we will maintain the security measures described in our Privacy Policy. We aim for high availability but do not guarantee uninterrupted access; maintenance, updates, and factors outside our control can cause downtime.
We may modify or discontinue features. If we make a change that materially degrades core functionality your firm relies on, we will give you reasonable advance notice, and you may cancel and receive a refund of prepaid fees for the unused term.
The Service — including its software, design, and content — is our property and is protected by intellectual property law. These Terms grant you a limited, non-exclusive, non-transferable right to use the Service during your subscription. All rights not expressly granted are reserved. “IOLTA Guard” and our logo are our trademarks; do not use them without permission.
If you send us feedback or suggestions, we may use them without obligation or compensation to you.
Please read carefully
Disclaimer of warranties
Except as expressly stated in these Terms, the Service is provided “as is” and “as available,” without warranties of any kind, whether express, implied, or statutory, including implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the Service will be error-free, that defects will be corrected, or that its output will satisfy any particular regulator, auditor, or state bar.
Limitation of liability
To the maximum extent permitted by law, neither party will be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenue, or data, even if advised of the possibility.
To the maximum extent permitted by law, our total aggregate liability arising out of or relating to these Terms or the Service will not exceed the greater of (a) the fees you paid us in the twelve months preceding the event giving rise to the claim, or (b) one hundred U.S. dollars.
These limits do not apply to your obligation to pay fees, to either party's liability for fraud, willful misconduct, or gross negligence, or to any liability that cannot be limited under applicable law. Some jurisdictions do not allow certain exclusions, so parts of this section may not apply to you.
Indemnification
You agree to indemnify and hold us harmless from third-party claims arising out of your use of the Service in breach of these Terms or applicable law, including claims by your clients relating to your handling of their funds. We will notify you of any such claim and you may control the defense, provided you do not settle in a way that imposes obligations on us without our consent.
How the agreement ends
You may cancel at any time from your billing page.
We may suspend or terminate your access if you materially breach these Terms, fail to pay, or use the Service unlawfully. Except where the breach is severe or where the law requires immediate action, we will give you notice and a reasonable opportunity to cure first.
On termination, your right to use the Service ends, but the data retention schedule above still applies — you keep your export window. Provisions that by their nature should survive, including data ownership, disclaimers, liability limits, indemnification, and dispute resolution, survive termination.
Disputes and interpretation
Governing law. These Terms are governed by the laws of the State of New Jersey, without regard to conflict-of-laws principles.
Disputes. Before filing a claim, each party agrees to try to resolve the dispute informally by contacting the other. If that fails within 30 days, the dispute will be brought exclusively in the state or federal courts located in Middlesex County, New Jersey, and both parties consent to that jurisdiction.
Changes to these Terms. We may update these Terms as the Service evolves. We will revise the effective date above, and for material changes we will notify account administrators by email or in-app notice at least 30 days before they take effect. Continued use after that constitutes acceptance; if you do not agree, cancel before the change takes effect.
Entire agreement. These Terms and the Privacy Policy are the complete agreement between us regarding the Service and supersede prior discussions.
Severability and waiver. If a provision is held unenforceable, the rest remains in effect. Our failure to enforce a provision is not a waiver of it.
Assignment. You may not assign these Terms without our written consent. We may assign them in connection with a merger, acquisition, or sale of assets.
Force majeure. Neither party is liable for delays caused by events beyond its reasonable control.
If your firm needs a signed agreement, a data processing addendum, or answers for a procurement review, get in touch.
See also our Privacy Policy.