How to avoid common pitfalls in your trust accounting
Avoid exposing your law firm to potentially severe penalties. Take time today to review your trust accounting.

Law firms can face significant consequences for mismanagement of trust accounts. Review this criteria to check whether you have the proper controls in place at your firm.

Download this checklist for eight specific items to consider.

CHECKLIST
Is your business ready for AI-driven transformation?
AI can be a powerful addition to your organization — when done right.

Before moving ahead with tech investments, confirm whether your organization is prepared to adopt AI in ways that solve problems and drive measurable value. Having a clear AI and digital strategy can help you maximize impact and success.


Download this checklist to assess your business' AI readiness and avoid costly missteps.

GET THE CHECKLIST

GET THE CHECKLIST

Key Contact

Vera Nieuwland

Director, Business Consulting Services

 Miami

 

James Wolcott

James Wolcott

Principal, Business Consulting Services

Miami