Attorney at Work
MAY 31, 2022
If a client deposits $3,000 into your trust account, they need to have a $3,000 credit in your trust account. If you have credit card processing set up to subtract processing fees before making the deposit, the client will have less than $3,000 in the trust account after the deposit is made. This is not right.
Attorney at Work
SEPTEMBER 21, 2022
An analogy might be asking yourself if you’ve made sufficient deposits in the relationship “bank” before making withdrawals. Is it through an administrative assistant? Be mindful of your ask, too. Make sure that it considers the strength of your relationship and isn’t too much of an imposition.
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CosmoLex
AUGUST 13, 2024
This includes documentation of deposits, withdrawals, and transfers involving trust accounts. Everyone in the firm who interacts with financial transactions, from paralegals to administrative assistants, must be well-versed in trust account management procedures.
Broadcast Law Blog
AUGUST 18, 2016
The Copyright Office will render legal and administrative assistance to the new Board, but the Officers are supposed to be independent in their decision making. Discovery is generally limited to requests for admission and document production – not depositions.
MyCase
AUGUST 16, 2022
Office space and administrative assistant: Some firms will continue to provide office space, access to an assistant, and even participation in partnership meetings. Accounts receivable/work in progress (AR/WIP) at the time of retirement : This is often tied to the firm’s current revenues and paid over several years. .
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