The Do’s & Don’ts of Handling Client Funds

Handling client funds is not always a simple task. There are many different scenarios — depending on the specific type of account, your local jurisdiction, and other factors!

If you want to stay clear of an ethics violation, you need to educate yourself on the basics. Because at the end of the day, every penny received from every client needs to be properly booked to the correct client, matter, and account. Join us as we lay out a simple Do’s & Dont’s list of handling client funds.

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