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Tech Tip #148: Lawyers Need To Understand Which Funds Belong Where

Tech Tips Know Your Funds

An attorney managing their own law firm deal with many different funds. It’s important to differentiate between funds that belong in trust-like retainers and settlements, versus funds that don’t, like funds used to pay operating expenses and any realized income. Failing to differentiate between these different funds and place them in the appropriate accounts can […]

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The Do’s and Don’ts of Legal Trust Account Management

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When it comes to managing your clients’ accounts, “trust” is the operative word. At the point in which you take responsibility for such important funds, it is critical that your firm has the right processes and practices in place to ensure safe keeping. Here, we’ll be covering the “do’s and don’ts” of handling client trust […]

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Tech Tip #133: Never Mix Client Funds

Tech Tip Client Funds

Most lawyers manage funds from multiple clients at any given time. It’s great to have retainers and funds on hand for work you have yet to complete, but managing these funds can be challenging. It is extremely important that your firm always makes sure that one client’s funds do not mix with that of another. […]

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