How to Set Up Contingency Fee Trust Reserve Tracking for Personal Injury Firms in 2026: The 8-Step Workflow That Prevents Refund Disputes, Lien Errors, and State Bar Complaints

Personal injury firms lose tens of thousands a year not to settlement haircuts but to trust reserve mistakes — over-disbursing on a lien, under-reserving for a tax holdback, releasing fees before a Medicare conditional payment letter clears. Here is the 8-step trust reserve tracking workflow that mid-size PI firms are adopting in 2026 to prevent every category of dispute.