Tech Tip #204: Your Firm Needs A Complete Picture of Matter Balances

When putting together a complete picture of your firm’s matter balances it should include account A/R, WIP, and your trust balances. Open invoices with trust retainers must first be cleared by drawing funds from trust (if any) into general and AR balances. Employing an automated legal accounting solution can help firms manage their matter balances in a more efficient manner. Learn more about other trust accounting challenges.


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