Case Study: Pennsylvania IOLTA Board achieves streamlined grant reporting and reduced administrative time with SmartSimple Cloud

How the Pennsylvania IOLTA Board Built a Robust Client Service and Financial Reporting System

The Pennsylvania IOLTA Board, a nonprofit operating under the Supreme Court of Pennsylvania that awards nearly $28M annually to civil legal aid, faced a fragmented, time-consuming grants process run on Word, Excel and email with a six-person staff responsible for preparing and reviewing hundreds of quarterly compliance reports. To centralize reporting and reduce administrative burden, the Pennsylvania IOLTA Board selected SmartSimple Cloud (SmartSimple Cloud for Government Funding) to replace their manual processes.

SmartSimple Cloud implemented a tailored, centralized grant management portal that automated application, post-award reporting, contract distribution and year-to-date financial views; the three-month rollout was adopted immediately with no applicant complaints. Pennsylvania IOLTA Board now manages $5M through SmartSimple Cloud, has drastically reduced manual data collation and administrative time, can pull reliable internal reports quickly, and has freed staff to focus on substantive grantmaking issues.

Pennsylvania IOLTA Board

Jim Swoyer

Grants Manager