Best Practices for Trust Accounting

Trust accounting is essential for firms that hold funds on behalf of their clients—are you using the right processes?

Learn how to compliantly manage funds held in trust from a centralized place.

Trust accounting is an area of law firm management that’s prone to errors and malpractice issues, so is it worth the hassle?

Clio’s Legal Trends Report found that trust accounting actually increases a firm’s revenue, making it a money-maker. With the right knowledge and tools, you can easily keep track of client funds, stay compliant, and generate reports when needed in a streamlined, sustainable way.

Watch the recording of this webinar to learn best practices for trust accounting compliance, including:

  • Learning the trust accounting hot spots that lead to law firm mistakes
  • Using Clio (including Clio Payments) to get your reporting and reconciliations right 
  • Workflows to improve your billing and collections processes

Duration: 70 minutes

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Headshots Joshua Lenon Headshot
Joshua Lenon

Lawyer in Residence


Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.