February 25: Effectively Manage Client (IOLTA) Trust Funds To Stay Complaint And Boost Cash Flow

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 2pm ET on Feb. 25th to learn best practices to stay compliant, along with tips and tricks to boost cash flow! CLE Credit available for attending this webinar.
In addition, to providing best practices on Client Trust Fund management, the presentation will provide tips and tricks on:

• 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 .

Title:

Effectively Manage Client (IOLTA) Trust Funds To Stay Complaint And Boost Cash Flow

Date+Time:

February 25, 2021

2pm ET / 11am PT 

Register Now!

By:
Above the Law 

Speakers:

• Rosemary Kupfert is a Product Expert, Core Legal at BQE Software. She has more than 30 years experience as a firm administrator and then a consultant to over 1,000 law firms nationwide, helping to improve their workflow and administrative efficiency through business and technology
• Paul S. Padda has served both as a civil litigator and as a federal prosecutor.

Credit:
The announcement says CLE credit is offered but doesn't say for which states.

More Information And Registration