Trust & treasury

Escrow & invoices

Investor capital is held in segregated, FDIC-eligible escrow accounts at our regulated custodians. Funds release to the attorney trust account only when case milestones are signed off.

SOC 2 · FBO accounts · daily reconciliation

Total deposited

$1.81M

Lifetime inflows

Released to trust

$1.30M

Milestone-approved

Held in escrow

$517k

Available balance

Pending release

$270k

Awaiting sign-off

Mercury Trust · FBO Legal Bridge Inc.

Whitfield v. RTA

ESC-7041 · ••••4429 · ACH-9182334

Partially released

Deposited

$45k

Released

$35k

Balance

$10k

Disbursed to attorney trust78%

View case file

Ledger

Q1 trust account interest accrual
2026-04-30 · INT-Q1-26
+$120
Milestone 3 release — Expert witness retention
2026-02-15 · MS-1041-3 · N. Hartwell
−$20k
Milestone 2 release — Discovery & deposition prep
2025-09-30 · MS-1041-2 · N. Hartwell
−$15k
ACH wire deposit from Meridian Capital Partners
2025-04-01 · ACH-9182334 · Auto
+$45k

Invoices

3 need attention8 total

Invoice	Description	Issued to	Total	Due	Status
LB-2026-0418 INV-22001	Escrow deposit — initial principal Whitfield v. RTA	MCMeridian Capital Partners	$45k	2025-04-03	Paid	PDF
LB-2026-0419 INV-22002	Outbound wire fee — milestone 2 release Whitfield v. RTA	MCMeridian Capital Partners	$25	2025-10-15	Paid	PDF
LB-2026-0501 INV-22003	Q1 2026 escrow custody fee (0.25%) Restrepo MDL	MCMeridian Capital Partners	$3k	2026-05-22	Paid	PDF
LB-2026-0502 INV-22004	Paid++ subscription · May 2026	MCMeridian Capital Partners	$2k	2026-05-31	Due
LB-2026-0503 INV-22005	Bellwether trials tranche commitment Restrepo MDL	ALApex Litigation Holdings	$240k	2026-05-15	Overdue
LB-2026-0504 INV-22006	Escrow deposit — principal Beckett v. ApexCorp	LLLighthouse Litigation Fund	$28k	2025-06-16	Paid	PDF
LB-2026-0505 INV-22007	Final disbursement fee Cole v. Bayline	NFNorthwind Finance	$540	2025-12-20	Paid	PDF
LB-2026-0506 INV-22008	Mediation tranche commitment Mosley v. Harborview	CBCrescent Bridge Capital	$15k	2026-05-28	Due