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Commingling of Funds: What Lawyers Need to Know

Clio

According to the comments on this rule, this means that funds belonging to clients and third parties must be kept in trust accounts, and law firms must maintain books and records on those accounts. If a firm fails to withdr aw its earned fees in a timely manner, the firm is again commingling firm funds with client funds.

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Tips to Elevate Your Billing in Clio

Clio

Now, with Clio, it’s easy, it’s efficient, it takes 45 minutes, and people get it done on time.” – Angela Lennon, Koenig | Dunne Inefficient billing workflows can be a burden on busy law firms, eating up hours every month that could be spent serving or acquiring more clients. You can view and edit your bill messaging templates here.

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The Complete Guide to Solo Attorney Website Design

Clio

Get your time back and grow your legal practice with Clios solo lawyer software. Online payment options One of the most impactful methods of addressing lockup is by including electronic payment options on your website to enable clients to pay online. Wish your workday was less about paperwork and more about your clients?