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Paul W Carlson, CPA

California IOLTA Trust Account Resources

Certainly, in this quick guide, we highlight the key resources we use for managing California IOLTA trust accounts.

California IOLTA Trust Account Resources

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Written by

Paul W Carlson, CPA

Published on

Jun 30, 2020

Based on Rule 4-100 of the California Rules of Professional Conduct and supplemented by the Handbook on Client Trust Accounting for California Attorneys, this post is a go-to resource for law firms aiming to simplify their IOLTA account management in California.

We use the below resources when managing California IOLTA accounts.

California IOLTA account requirements are regulated by Rule 4-100 of the California Rules of Professional Conduct.
We also use the Handbook on Client Trust Accounting for California Attorneys.

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Paul W Carlson, CPA

Creating Client Invoices in Clio

Creating Client Invoices in Clio

Creating Client Invoices in Clio

Law Firm Operations

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Paul W Carlson, CPA

Forecast Cash and Revenue - Contingency Based Law Firm - Pipeline Report

In this video blog post, we outline a specialized process for utilizing a pipeline report to accurately forecast revenue and cash flow in contingency-based law firms.