The 45-Minute Friday Trust Check: A Weekly Financial Hygiene Routine That Prevents Almost Every IOLTA Disaster
Most trust account catastrophes aren't theft — they're small errors that sat undiscovered for weeks. Month-end close catches them too late. This is a seven-step, 45-minute weekly routine any firm administrator or paralegal can run every Friday to catch overdrafts, misapplied payments, and negative client balances while they're still trivial to fix.