Clio Unveils Feature to Create and Track Requests for Trust Funds

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The practice management platform Clio today is introducing Trust Requests, a feature that helps lawyers create and track requests to clients for payments of funds into trust accounts.

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…

TrustBooks is Trust Accounting Made Simple and Painless

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Tom Boyle was a CPA doing bookkeeping for small law firms in North Carolina when he decided there had to be better software for lawyers’ trust accounting. Most firms he worked with used either QuickBooks or Microsoft Excel, but both were cumbersome for lawyers to use and neither was well-suited to the fiduciary…