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Tech Tip #76 – Don’t Rush When Disbursing Funds

When disbursing funds, don’t rush! Once a settlement has been reached your clients may be quick to come calling for a check. But it’s important that your firm take the appropriate time to make sure that funds are available to clear the check. Go ahead and write your trust checks, but before they’re delivered take a moment to add them up and reconcile all client accounts. Better yet use automated IOLTA software to remove errors and speed the process up! Learn More about the Do’s & Don’ts or Trust Accounting!

CosmoLex Team