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Key Take Away from IOLTA Video

A few days ago, you took an amazing opportunity to learn more about your IOLTA Trust Accounts.

Here is a video of Kaeci and Javier, interns at How to Manage a Small Law Firm, explaining one great tip they learned that could greatly improve the way you manage your IOLTA accounts.

Key Points of This Lesson:

  • ​Don’t pay for services without having a corresponding bill or invoice
  • Stick to what you know is the right thing to do with your trust accounts
  • Don’t trust anyone with the “I’ll bring the invoice later” excuse