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Sun, 04 Feb 2024 14:05:32 -0800

Andy from private IP /all I have created the greatest lawyer trust account web application of all time I added this to my law firm portal today. It's a straightforward IOLTA trust accounting feature where I enter transactions into a web form and all the data goes to the correct place. I now have my IOLTA journal, per-client balance/accounting, and bank reconciliation all on one screen. Spreadsheets for this are a thing of the past. The law firm portal system is getting really good, both from a practical perspective and a compliance perspective. How does everyone else do their trust accounting these days?
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© 2024 Andrew G. Watters, Esq.

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