
A Guide to Ensuring IOLTA Account Compliance
Managing IOLTA accounts helps prevent the risk of being disbarred and ensures your current and prospective clients can trust your firm with their funds throughout their case.
Managing IOLTA accounts helps prevent the risk of being disbarred and ensures your current and prospective clients can trust your firm with their funds throughout their case.
Tough times for public interest funding has spurred new innovation.
Proper trust accounting and three-way reconciliation are essential for protecting client funds and avoiding serious compliance risks. In this guide, we break down these critical processes and show how legal-specific software can help your firm stay accurate, efficient, and audit-ready.