Mishandling client funds, intentionally or accidentally, can result in disbarment, so it’s of vital importance that attorneys know how to correctly handle their client trust accounts!

As we at Rocket Matter gathered requirements from experts in order to build our client trust accounting feature, we discovered that most attorneys aren’t doing it correctly.

In this podcast episode, we talk with Dan Mills, Practice Management Advisor for the D.C. Bar on how funds should be handled and illustrate how trust accounting is done in a way that won’t bore you to tears. We also reveal the common mistakes attorneys make which lead to problems.