Law Firm Books CleanupFour questions, each with a short answer.

Which four documents does the monthly reconciliation use.

The trust page names four. Bank statement, check register, general trust ledger, individual client ledger. Excel is mentioned there as one program that can hold the reconciliation. The longer answer is on the four document page, and only that page walks the names.

How long are trust records kept.

Five years after the representation ends, as the trust guide prints it. A tax season does not cut the five years. The dedicated page states the clock and then stops.

Is the whole settlement check fee income.

No. The whole check stays out of fee income. The duty is prompt notice and delivery of what the client or a third person is entitled to receive. The matured interest list, a lien, a judgment, a court order, a written assignment, a subrogation right, or a signed letter of protection, is written on the home page.

Does this site teach a software item.

No. A file object, a bank item, and a liability subaccount are a different search. These pages stay on the four papers a reconciliation uses.

Someone arrives with a printout and the worry that the trouble is a click inside a file. Often the printout is fine and the client ledger was never opened. We answer the paper. The click path can wait.

A question that arrives with a printout is usually about a paper, not a click path. We can all enjoy a boundary that does not need a footnote. The papers are here. The software objects are not.

People arrive with a printout and a worry that the worry is the software. Often the printout is fine and the client ledger was never opened. Bring the question you already have. If it is one of these four, the answer is on this site. If it is a click path inside a file, we will say so and stay on the papers.

A good answer names the paper, the rule, and the next month. It does not name a client, a matter number, or a result from someone else's file. If your question is which of the four is missing, you do not need a longer essay first. Send the month.

Send the question you already have, and we set it next to one month and the return. October is still a month when unbilled time can be invoiced. Trust money stays a liability while that invoice goes out. You do not need a second essay if the question is one of the four on this page.

The four answers are a map, not a menu. The four document page walks the names. The five year page states the clock. The proceeds page separates a fee from a settlement. This page only points. If your question is which paper a real month is missing, the note can say that in one line. A printout that names a form number is still a paper question. We answer the paper and leave the click path alone.