Sentences with phrase «trust deposits»
That was the hard way of recording trust deposits.
leanlaw.co
The feature operates in much the same way as Clio's invoicing system, but along an entirely separate accounting stream to keep trust deposits and payments separate from -LSB-...]
Even better: IOLTA accounting is built into the invoicing workflow: You can make legal Trust deposits and pay invoices from Trust using LeanLaw.
Home Trust and Home Bank issue deposits under their respective issuers through deposit brokers, primarily in broker - held nominee form through FundSERV, using the «Home Trust Deposits» moniker.
This year after TBD Law, actually I instituted a new rule that I require a pretty sizeable trust deposit.
Clio's Trust Requests feature simplifies the process of requesting initial trust deposits or retainers.
He also pleaded guilty to accepting trust deposits from consumers for real estate trades, and then failed to deposit the funds into a trust account as required under REBBA 2002.
The feature operates in much the same way as Clio's invoicing system, but along an entirely separate accounting stream to keep trust deposits and payments separate from standard invoicing.
IOLTA accounting is built into the invoicing workflow: You can make legal Trust deposits and pay invoices from Trust using LeanLaw.
Through LeanLaw you can record a trust deposit by going to the trust account tab, where you see your trust account balance: click «deposit», pick the client, pick the amount, click «record deposit.»
This means that all trust deposits go directly into a retainer account, and all processing fees are balanced out from the firm's operating account every month, which keeps him in compliance with regulators.
It allows a lawyer to initiate a request to a client for a trust deposit, send the request to the client, and log the deposit to the correct account and matter.
Together, we offer efficiency of online bill presentment, collection of recurring payments, the convenience of online bill payments, and trust deposits.
Hourly billing is where a client pays what is typically referred to as a «trust deposit» or an «advance fee» that is then deposited to the lawyer's trust account (aka IOLTA account in North Carolina).
RECO says it received new information on Feb. 4 about a trust deposit on a real estate transaction where Dhaliwal was the listing and selling representative.
RECO says Van Dyk was convicted under REBBA 2002 for improper handling of a trust deposit in a real estate transaction.
In order for funds received on behalf of clients (e.g., trust deposits, rental funds, security deposits, etc.) to be deposited into trust upon receipt, arrangements must be made for licensees to deliver these funds immediately to the brokerage.