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August 24, 2020 CLEPodcast
Alternative Law Firm Pricing Models
Some attorneys have been using alternative fee arrangements for years while others have staunchly held on to the traditional billable Read More
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April 30, 2020 CLEVideo
Paycheck Protection Program (PPP) Loans – A Bankers Perspective
Course Number 3941 CLE Approved for 1.0 hours of General CLE Credit Description This webinar covers how lenders qualify and Read More
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April 21, 2020 CLEVideo
Keep Calm and Lawyer On – Top Tools and Resources for Remote Work
Course Number 3928 CLE Approved for 1.0 hours of General CLE Credit including 1.0 hours of Technology Description Presenters: Mark Read More
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April 14, 2020 CLEVideo
Navigating the CARES Act
Course Number 3927 CLE Approved for 1.0 hours of General CLE Credit Description Attorney Melanie Griffin helps business owners understand Read More
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April 5, 2020 Article
Trust Accounting Resources
Chapter 5, Trust Accounting, The Rules Regulating The Florida Bar 5-1.1 Trust Accounts 5-1.2 Trust Accounting Records and Procedures Forms Read More
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March 23, 2020 CLEVideo
Accounting for Law Firms in 2020
Course Number 3793 CLE Approved for 1.0 hours of General CLE Credit Description Learn the Basics of Law Firm Accounting Read More
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March 5, 2020 CLEVideo
Trust Accounts by the Book
Course Number 1806863N CLE Approved for 0.5 hours of General CLE Credit and 0.5 hours of Ethics. Description Elizabeth Tarbert, Read More
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March 5, 2020 Article
Frauds Targeting Attorney Trust Accounts
The Practice Resource Center continues to receive reports of frauds targeting attorney trust accounts. The three most prevalent types of Read More
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February 24, 2020 CLEVideo
How to Boost Revenues and Client Satisfaction with Online Payments
Course Number 3841 CLE Approved for 1 hour of General CLE Credit and 1 hour of Technology. Description There’s a Read More
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February 19, 2020 Article
Best Practices for Law Firm Invoices [Guest Post]
We thank the Lawyerist.com team for this guest post. To literally no one’s surprise, solo lawyers and small-firm attorneys struggle Read More
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February 19, 2020 Article
Alternative Pricing Models [Guest Post]
We thank the Lawyerist.com team for this guest post. For years, law firms have been using the billable hour to Read More
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February 5, 2020 Article
Fees and When to Place in Trust
Types of Fees Retainer. A retainer is a sum of money paid to a lawyer to guarantee the lawyer’s future Read More
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February 4, 2020 Article
Opening a Trust Account
Trust accounts are necessary for the majority of law firms. If there is one topic that you revisit often, this Read More
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January 30, 2020 Article
Competency in Maintaining Trust Account Records
Guest Post by: Renee E. Thompson, The Florida Bar Board of Governors, Fifth Circuit Representative Lawyers who are otherwise dedicated Read More
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September 27, 2019 Article
Practice Tips: Referral Fee Basics
We thank Joy A. Bruner, Assistant Florida Bar Ethics Counsel, and The Florida Bar News for this guest post. Do Read More
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May 31, 2019 CLEPodcast
Can I Afford to Retire?
Business valuation expert Gary Trugman and financial advisor Michael Davino talk about how best to prepare and effectuate your retirement. Retirement Read More
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March 25, 2019 CLEVideo
LegalFuel Speaker Series: Making the Jump: A Step-By-Step Guide On How to Launch Your Law Firm
Course Number 3248 CLE Approved for 1 hour of General CLE Credit, 0.5 hours of Ethics, and 0.5 hours of Read More
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December 26, 2018 Article
Year-End Strategic Planning for 2019 [Guest Post]
We thank the Lawyerist.com team for this guest post. There’s no better time to reflect on what matters most through Read More
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December 17, 2018 Article
Year-End Finances, Budgeting, and Legal Accounting [Guest Post]
We thank the Lawyerist.com team for this guest post. The end of the year is a critical time for your Read More
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October 16, 2018 Article
Unbundled Legal Services [Guest Post]
We thank the Lawyerist.com team for this guest post. The legal market around the world is changing rapidly. Clients are Read More
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September 27, 2018 CLEVideo
LegalFuel Speaker Series: Ten Ways to Avoid Bar Discipline
Course Number 3101 CLE Approved for 0.5 hours of General CLE Credit including 0.5 hours of Ethics CLE credit. Description Read More
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June 8, 2018 Article
What Do Banks Look for When Making Loans to New Law Firms?
Guest post by Brian Hall, Senior Vice President and Area Executive, CenterState Bank, N.A.There are approximately 5,600 FDIC insured banks Read More
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May 22, 2018 Article
May I keep the copies of cancelled trust account checks?
Rule 5-1.2(b)(3), Rules Regulating The Florida Bar, allows attorneys to maintain copies of canceled checks rather than the originals. Most Read More
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May 22, 2018 Article
What is the minimum account balance required to maintain a trust account?
The Florida Bar does not require a minimum balance on your Trust account. That is something that your bank may Read More
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May 21, 2018 ArticleVideo
What do I do with client trust funds that need to be refunded if I cannot locate the client?
Proper handling of funds held in trust for a missing owner is addressed in Rule 5-1.1(i) of the Rules Regulating Read More
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May 18, 2018 Article
Reconcile Your Trust Account
After your Trust Account has been opened for one month, you need to reconcile your Trust Account. And then reconcile Read More
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April 18, 2018 Article
How to Accept Credit Cards in Your Law Firm
Guest post by Lawyerist.com More than 40 percent of Americans prefer to pay by credit card. But many law firms Read More
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April 17, 2018 Article
Cybersecurity for Trust Accounting
Monitor your trust account daily Check your account regularly to make sure all transactions posted are ones you authorized. Report Read More
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April 17, 2018 Article
Tips for Protecting Trust Accounts from Fraud
Fraudsters continue to target attorney trust accounts with variations of the phony cashier’s check scheme. These tips can help safeguard Read More
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February 20, 2018 CLEVideo
How to Optimize your Billing and Collections to Make your Practice More Profitable
This webinar has been approved for 1.0 hour of General CLE Credit. Course Number: 2846 If you’re looking for Read More
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November 30, 2017 Article
Year-End Review: Firm Finances
By Karla J. Eckardt, Practice Management Advisor Last month we discussed reviewing and updating your firm’s policies and procedures. In Read More
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November 16, 2017 Article
Amendment to Rules Allows Trust Accounts in Credit Unions
On November 9, 2017 the Florida Supreme Court issued an opinion amending the Rules Regulating The Florida Bar Among others, Read More
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October 10, 2017 CLEVideo
Financial Management for the Non-Financial Professional
This course has been approved for continuing legal education credit in the following area(s): 2.0 General CLER Credits and 2.0 Read More
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June 2, 2017 CLEVideo
How Lawyers Can Easily Offer Alternative Fee Arrangements
This webinar has been approved for 1.0 hour of General CLE Credit. Course Number: 2696 Have you been wanting to Read More
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January 11, 2017 Article
The Hidden Fees of Credit Card Processing
Increase the Profitability of Your Law PracticeIf you signed up for credit card processing, you’ve probably stared at your statement Read More
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September 9, 2016 Article
Detecting Fraud
Review your bank, credit card and financial statements regularly to identify unauthorized activity. This is one of the most effective Read More
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August 26, 2016 Article
Attorneys Should Verify IOTA Titling
This article originally appeared in the April 15, 2014 edition of The Florida Bar News Link to original article: http://www.floridabar.org/DIVCOM/JN/jnnews01.nsf/Articles/9F38EEAF71191B4585257CB300432235 Read More
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July 26, 2016 CLEVideo
Maintaining a Trustworthy Trust Account
Course Number 3794 CLE Approved for 1.0 hours of General CLE Credit and 1.0 hours of Ethics Description Are you Read More
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July 26, 2016 Article
May I charge interest on past due accounts?
The Professional Ethics Committee of The Florida Bar has stated that there is no ethical prohibition against a lawyer charging Read More
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July 25, 2016 Article
Is it permissible to transfer money from operating to trust to cover bank fees taken from my trust account?
I have recently opened an IOTA trust account and have been informed by the bank that there will be fees Read More
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July 25, 2016 Article
If I charge clients a flat fee and a payment for costs, do I place the funds in trust?
I have recently decided to start charging clients a flat rate for some of the legal services I provide. Some Read More
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July 25, 2016 ArticleVideo
Must all client funds be held in an IOTA account?
An attorney should only place funds that are either nominal or short-term into an IOTA account. Rule 5-1.1 (g)(2)-(3), Rules Read More
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May 23, 2016 ArticleVideo
Do I have to have trust accounts? How do I set them up?
It’s theoretically possible that an attorney who limits his or her practice to work where no up-front costs are involved Read More