Helping lawyers & LLLTs with IOLTA Compliance, Audits, Education, and Overdraft Representation
As a former Washington State Bar Association IOLTA auditor, I know the rules and what the Bar expects regarding your IOLTA account. As a practicing attorney, I understand the challenges of keeping current with IOLTA requirements.
I can explain the technical rules in easy to understand terms, and help you correct problem areas before they become an issue. I'll work with you to find the right record keeping solutions for your specific practice, using my experience and knowledge of the rules, cases and ethics opinions.