Trust Account Ledger
Trust Account Ledger for Small Law Practices. Keep one balance per client matter, record deposits and disbursements, and run a monthly three-way check. Free to clone.
Trust Account Ledger is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 4 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 6 projects, 1 AI agent, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Escrow Owl. Its automations include Friday pending deposits, Blocked disbursement alert and Monthly check reminder.
by @taskade
What you can do with Trust Account Ledger
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Trust Account Ledger works
- Friday pending deposits: when Every Friday at 3 PM, then Find pending deposits older than 5 days and Join the list into text.
- Blocked disbursement alert: when an entry is set to Blocked, then Email the blocked alert.
- Monthly check reminder: when On the 5th of each month at 9 AM, then Email the check reminder.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Escrow Owl
- Automations: Friday pending deposits, Blocked disbursement alert, Monthly check reminder
- Workspace: 6 projects, 1 AI agent, 4 automations