How to Run a 5-Day Client Trust Refund Workflow That Doesn't Trigger a State Bar Complaint: The 2026 Mid-Market Law Firm Playbook

Trust refunds are the silent third-rail of law firm operations — most state bar complaints involving trust accounts start with a refund handled badly. This 2026 playbook breaks down the 5-day workflow mid-size firms use to issue trust refunds cleanly, document the audit trail, and stay on the right side of CTAPP, IOLTA, and Rule 1.15.