Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

“Don’t Give It to the Paralegal” - Why Law firm Duties Must Be Segregated #legalaccounting

15 May 2026 · 0 min

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In this brief dialogue, Speaker A emphasizes the importance of segregating responsibilities within a law firm as a safety measure, specifically advising against assigning certain duties to a paralegal. Speaker B concurs, noting that failing to segregate can quickly lead to problematic or "ugly" situations. The exchange underscores a cautionary stance on role allocation to maintain proper controls and avoid operational risks.

This is why you segregate things within the law firm. It is such a safe way to do it. Just don't give it to the paralegal.
It can get ugly fast.
It can. It totally can.
And then also like the duties aren't happening. So you're not having the tasks completed. The reconciliation was mind-blowing to me because some of the mistakes went all the way back when on this particular person to 2021.