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Trust Account Management Best Practices

Managing trust funds can be daunting, even for seasoned lawyers. This guide covers best practices to give you greater confidence and clarity.

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From securely holding retainers to precisely applying funds, Clio gives you the peace of mind that every client transaction is properly tracked.

In some traditional law firms, it can take days or weeks to get a client to sign an engagement letter and pay the trust request. At our firm, it takes 30 minutes.

Natasha M. Nazareth Esq.

Partner at Nazareth Bonifacino Law Benefit LLC

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