As a practicing attorney, you and your law firm are required to follow strict State Bar requirements when managing Client (IOLTA) Trust Funds. The attorney-client retainer agreement must contain language that is clear and concise about how and when trust funds are spent.
Join us at 2 p.m. ET on Feb. 25th to learn best practices to stay compliant, along with tips and tricks to boost cash flow!
In addition to providing best practices on Client Trust Fund management, the presentation will help you with things like:
- Monitoring work-in-progress and costs advanced against Client Trust Funds
- Why paying costs direct from Client Trust Funds boosts cash flow
- Tricks on sending Client Trust Fund replenishment invoices mid-month
- Why accepting electronic payments with LawPay will boost cash flow
- Tips on “what not to do with” Client Trust Funds
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