iolta-manager

Features and purpose

Development skill for CaseMark's IOLTA Manager application - a trust account management system for law firms to maintain IOLTA compliance. Features client/matter management, transaction tracking, trust holds, compliance reports, and audit trails. Built with Next.js 15, PostgreSQL, Drizzle ORM, and Tailwind CSS. Use this skill when: (1) Working on or extending the iolta-manager codebase, (2) Adding transaction or accounting features, (3) Modifying the database schema, (4) Building compliance reports, (5) Working with state-specific IOLTA rules, or (6) Implementing audit/security features.

Quick start

Follow the repository instructions for this skill and your agent. Review the files and dependencies before adding it to your workflow.