SIMPLIFY YOUR IOLTA
Don’t Stake Your Legal Career On It
Learn how to make managing your IOLTA easy and stress-free so you can sleep at night knowing you're not staking your legal career on it.
December 14 at 3:00 PM EST
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What you'll learn
Biggest Mistakes
Learn the 3 biggest mistakes lawyers make when it comes to their IOLTA account
Best Practices
Discover best practices solo/small law firms are using to prevent errors in managing client funds
Simplify
Simplify your life and ease your worries when you see the legal industries best kept secret tool for managing IOLTA and performing 3 step reconciliation
Maddy Martin
Head of growth and education for Smith.ai, which provides virtual receptionist services for calls and chats. Maddy can be reached at [email protected]
Moshe Amsel
Host of the Profit with Law Podcast and the Law Firm Growth Summit. He helps law firm owners grow their practice with a focus on creating generational wealth. Moshe can be reached at [email protected].
Paul Garibian
President of Nota. With over eighteen years of experience in financial services and technology, Paul’s goal is to help lawyers solve their IOLTA/IOLA management challenges. Paul can be reached at [email protected]
Gavin Musynske
Nota’s Head of Sales and has an extensive background in the financial services industry. Contact Gavin at [email protected] to learn more about Nota – a tool designed to help lawyers track and manage client funds within their IOLTA account.
