Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Modernizing your law firm can help cover your back if something goes wrong

23 Jan 2024 · 1 min

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0:43

In this brief monologue, the speaker emphasizes the importance for law firms to keep their operational records organized and compliant with applicable bar regulations to avoid trouble during audits. Audits can be random, so firms must proactively ensure that their documentation meets state, county, and bar rule requirements. The speaker highlights that jurisdictions differ, using Oregon as an example where firms must navigate both state-level and county-level rules, underscoring the need for diligent adherence to all relevant regulations.

Chapters

My worst one is, what are you using? I don't really use anything. So that's worse. Or they'll say, I'm using anything that's desktop. It's been around for a very long time. That's old. You're trying to make sure that their ducks are in a row in case they do get audited, because you don't have to have somebody tattle on you to get audited. You can get audited randomly, and you want to make sure the records are correct. You want to follow the bar rules for the the state, county, whatever it is, wherever you are located, whatever the level of rules are for you. If you're in Oregon, it's a lot different because you have to deal with not only the state but the counties. It's just you got to follow the rules.