Ep 210: The Florida Bar’s Precedent-Setting Decision To Give Every Lawyer Access To Trust Accounting Software

In a first for a state bar, The Florida Bar is providing its entire membership of more than 111,000 lawyers with access to legal trust accounting software – a move designed to both help lawyers better comply with trust accounting rules and help protect members of the public from trust accounting errors. 

The initiative was spearheaded by F. Scott Westheimer, a partner in the Sarasota firm Syprett Meshad, who was sworn in June 23 as the bar’s new president, and it was made possible through a relationship between the bar and the legal financial management company Nota, owned by M&T Bank. 

On the latest LawNext, host Bob Ambrogi is joined by Westheimer, together with Paul Garibian, the CEO of Nota, to discuss this precedent-setting initiative and what it could mean for lawyers and the public in Florida. 

Florida lawyers interested in learning more about Nota’s availability in their state can do so at this link.

Thank You To Our Sponsors

This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. 

Nota, the online business banking platform designed specifically for solo and small law firms. 

Paradigm, home to the practice management platforms PracticePanther, Bill4Time, MerusCase and LollyLaw; the e-payments platform Headnote; and the legal accounting software TrustBooks.

Universal Migrator, the easiest way to extract, query, and transfer practice management.

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