Tech Tip #95-Irrespective of Where You Keep Your Client Funds, Keep Them Separate

Tech Tip Client Funds

It’s not secret that lawyers utilize retainers to maintain positive cash flow for their firm. In most jurisdictions, all client funds must be kept in trust accounts, but in few jurisdictions, such as NJ, NY, client advances may be kept in operating accounts. Regardless of whether your firm keeps client funds in an operating or […]

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Tech Tip #88 – Keep Your Trust Accounting In Order

Tech Tip Trust Accounting

Every attorney knows that their trust accounting is heavily scrutinized. Depending on your jurisdiction there are a number of regulations associated with how you manage these accounts. We have identified 7 trust accounting reports that are vital in keeping your firm’s books clean. Depending on where you practice law some may even be required! Read […]

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