Mid-Year Financial Review Checklist for Law Firm Owners As a law firm owner, Q3 isn’t just another quarter—it’s your best chance to take control of your […]
Digital Payments, Retainers, and Trust Accounts: Compliant Client Intake in a Tech-Driven Practice Today’s clients expect to pay you like they pay for everything else—online, instantly, […]
Training Your Team on Trust Accounting: Why Your Staff Could Be Putting Your License at Risk When attorneys think about trust account compliance, most imagine bar […]
Trust Account Compliance for Subscription-Based Legal Services: What You Need to Know Add Your Heading Text Here Subscription-based legal services are transforming the way law firms […]
Trust Account Guidelines for Multistate Practices: Staying Compliant Across Jurisdictions For law firms operating in multiple states, trust account compliance becomes significantly more complex. Each jurisdiction […]
Maintaining Client Trust Through Account Transparency Trust is the foundation of any successful attorney-client relationship. Clients expect their funds to be handled with care, accuracy, and […]
Trust Account Audits: What Lawyers Should Know & How to Prepare A trust account audit can be one of the most stressful experiences for an attorney—especially […]
California IOLTA Requirements: A Comprehensive Guide for Attorneys California has strict requirements when it comes to handling client funds, and one small mistake could result in […]