Simplifying Your IOLTA/IOLA (Attorney Trust) Account with Paul Garibian

Uncategorized Dec 15, 2020

The Law Firm Growth Summit is back! February 9-11, 2021 and it will be better than ever! You can purchase tickets today at https://www.lawfirmgrowthsummit.com. Hurry, prices go up on Monday.

 

Many of our clients share with us their IOLTA tracking process. This almost always entails a separate spreadsheet aside from their Quickbooks, Practice Management Software, online banking and bank statements.

Many of our clients share that they are so nervous about their IOLTA account that they are afraid of losing their license to practice law!

What is even crazier is that almost all of them are still getting it wrong!

IOLTA should be a tool to do business with and not a time suck and fear inducing machine…

Join this conversation between Moshe Amsel and Paul Garibian, President of NOTA by M&T Bank as they go deep into the nuances of the trust account process.



 

Resources mentioned:

 

The Law Firm Growth Summit is back! February 9-11, 2021 and it will be better than ever! You can purchase tickets today at https://www.lawfirmgrowthsummit.com. Hurry, prices go up on Monday.

 

Book a Demo with Nota - https://www.trustnota.com/

 

Nota is currently available in these states: New York, New Jersey, Maryland, Pennsylvania, Delaware, Connecticut, Virginia, DC, and Florida.



Join our Facebook Community: https://www.facebook.com/groups/lawfirmgrowthsummit/

 

To request a show topic, recommend a guest or ask a question for the show, please send an email to [email protected].

 

Connect with Moshe on:

Facebook - https://www.facebook.com/moshe.amsel

LinkedIn - https://www.linkedin.com/in/mosheamsel/

Close

50% Complete

Please join our mailing list to be updated.