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…

CEO of Legal Startup Responds to Yesterday's Post

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Yesterday I published a post about Derek Bluford, CEO and founder of QuickLegal, and his recent agreement to have a judgment of $559,330 entered against him to settle a lawsuit charging him with impersonating a lawyer, forging legal documents and fraudulently swindling two clients. Bluford had not returned my call to him before I…