Shulam for Legal
AI agents that respect trust accounting rules
Law firms face unique payment compliance requirements — IOLTA rules, trust accounting, client disbursement controls. Shulam provides the compliance infrastructure for AI agents handling legal payments.
Talk to usTrust account violations
Top cause of disbarment
64%
Firms using AI (2026)
23%
Avg time on billing tasks
<200ms
Screening speed
The Challenge
Why Legal needs compliance-first AI agents
Trust account compliance
IOLTA and client trust account rules are the #1 cause of attorney discipline. AI agents processing disbursements must enforce strict separation.
Sanctions screening for clients
Law firms must screen clients and counterparties under AML/KYC requirements. AI agents handling retainers and settlements need automated screening.
Vendor payment complexity
Expert witnesses, court reporters, e-discovery vendors — each requires compliance verification before payment.
Client disbursement controls
Settlement funds, escrow releases, and trust distributions require multi-level approval and audit trails.
Capabilities
What Shulam delivers for legal
Use Cases
How legal teams use Shulam
Vendor payment automation
AI agents that process expert witness fees, filing fees, and vendor invoices with sanctions screening and matter-level budgets.
Settlement disbursement
Automated disbursement workflows with multi-party approval, trust accounting compliance, and BARUCH audit receipts.
Retainer management
AI agents that track retainer balances, trigger replenishment requests, and enforce client-specific spending limits.
Ready to deploy compliant AI agents?
Start screening agents in under 5 minutes. No credit card required.
Get started for free