RegReview / Law Firms
RegReview for Law Firms & Legal Practices
AI compliance operating system for ABA Model Rules, conflicts, IOLTA trust accounting, and bar compliance.
Where Law Firms compliance breaks down
Conflicts checks at scale
New matter intake bottlenecked by manual conflicts searches across former clients and adverse parties.
IOLTA trust accounting
Three-way reconciliation required monthly; a single overdraft triggers bar reporting.
Per-attorney CLE tracking
50 states, 50 rule sets, hundreds of attorneys—spreadsheets fall apart.
Engagement letters & confidentiality
Missing engagement letters, outdated fee agreements, and inconsistent confidentiality clauses.
How RegReview solves it
Smart Calendar
Bar dues, CLE deadlines per state, IOLTA reconciliations, and matter-level statute-of-limitations reminders.
AI Compliance Scanner
Upload firm roster—AI maps every attorney's bar admissions, CLE requirements, and renewal cycles.
Books & Records
Engagement letters, conflicts memos, trust account reconciliations, and matter files retained per bar rules (typically 5–7 years post-matter close).
Marketing Review
Website bios, LinkedIn posts, and firm ads run against ABA Model Rules 7.1–7.5 and state advertising rules.
Questionnaires
Annual attorney attestations, conflicts disclosures, and outside-activity reporting.
Audit Prep
Bar audit or Client Trust Account Protection Program packet assembled from stored reconciliations and engagement records.
FAQ
Is RegReview a conflicts database?
It stores conflicts checks and disclosures per matter. For real-time adverse-party search across a large matter database, integrate with your existing conflicts system via Zapier.
Does it do IOLTA reconciliation?
It tracks reconciliation completion, stores the three-way reconciliation reports your bookkeeper produces, and alerts if a monthly reconciliation is missed.
Can solo practitioners use it?
Yes—the Solo tier ($79/mo) covers a single attorney with CLE tracking, engagement letter storage, and marketing review.
See RegReview for Law Firms in action
14-day free trial. No credit card required.