📻 BONUS: Tech-Savvy Lawyer on Law Practice Today Podcast — Essential Trust Account Tips for Solo & Small Law Firms w/ Terrell Turner

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🙏 Special Thanks to Terrell Turner and the ABA for having me on the Law Practice Today Podcast, produced by the Law Practice Division of the American Bar Association. We have an important discussion on trust account management. We cover essential insights on managing trust accounts using online services. This episode has been edited for time, but no information was altered. We are grateful to the ABA and the Law Practice Today Podcast for allowing us to share this valuable conversation with our audience.

🎯 Join Terrell and me as we discuss the following three questions and more!

  1. What precautions should lawyers using online services to manage trust accounts be aware of?

  2. How can solo and small firm attorneys find competent bookkeepers who understand legal trust accounting?

  3. What security measures should attorneys implement when using online payment processors for client funds?

⏱️ In our conversation, we cover the following:

00:00 – Introduction & Preview: Trust Accounts in the Digital Age

01:00 – Welcome to the Law Practice Today Podcast

01:30 – Today's Topic: Online Services for Payments

02:00 – Guest Introduction: Michael D.J. Eisenberg's Background

03:00 – Michael's Experience with Trust Accounts

04:00 – Challenges for Solo and Small Practitioners

05:00 – Ensuring Security in Online Services

06:00 – Questions to Ask Online Payment Providers

07:00 – Password Security & Two-Factor Authentication

08:00 – Finding a Competent Legal Bookkeeper

09:00 – Why 8AM Law Pay Works for Attorneys

10:00 – Daily Monitoring of Trust Accounts

11:00 – FDIC Insurance & Silicon Valley Bank Lessons

13:00 – Researching Trust Account Best Practices

15:00 – Closing Remarks & Podcast Information

📚 Resources

🔗 Connect with Terrell

💼 LinkedIn: https://www.linkedin.com/in/terrellturner/

🌐 Website: https://www.tlturnergroup.com/

🎙️ Law Practice Today Podcast – https://lawpracticetoday.buzzsprout.com

📰 Mentioned in the Episode

💻 Software & Cloud Services Mentioned in the Conversation

  • 8AM Law Pay – Legal payment processing designed for trust account compliance – https://www.8am.com/lawpay/

  • 1Password – Password manager for generating and syncing complex passwords – https://1password.com/

  • LastPass – Mentioned as a password manager with noted security concerns – https://www.lastpass.com/

First Day Thoughts at ABA Techshow 2020

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I'm attending my second ABA Techshow this year!

Its great being around people interested in better-utilizing technology in their practice. On my first day, I attended several sessions on some core concepts using pdfs, automating workflows, and better marketing online. 

These sessions have been perfect for the new and moderate tech users. As a more advanced computer user, I would have appreciated a more granular (step-by-step) approach. But, I can confidently say that from each session, I have learned at least one new thing that will individually enhance my practice. I have a feeling that regardless of your technology skills are you can learn something - perhaps at ABA Techshow 2021!

Podcast #1 (Part 3 of 3): Judge Herbert B. Dixon, Jr. (Ret.) - His observations from the Bench.

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Judge Herbert B. Dixon, Jr. (Ret.) served two consecutive 15-year terms as a Judge for the Superior Court for the District of Columbia.  Judge Dixon is a columnist for The Judges’ Journal ABA magazine, chair of Superior Court’s Electronic Filing Pilot Project and a senior judicial adviser to the Center for Legal and Court Technology (formerly the Courtroom 21 Project), an initiative of the Marshall-Wythe Law School at the College of William & Mary and the National Center for State Courts.  Our discussion was so informative that I split the interview into three parts!  In Episode #1 (Part 3 of 3), Judge Dixon and I continue our discussion of what he believes are the potential technological pitfalls in the legal arena we may experience in the not so distant future!

The Honorable Herbert B. Dixon, Jr. (Ret.)

The Honorable Herbert B. Dixon, Jr. (Ret.)

Judge Dixon’s Twitter handle is @Jhbdixon

My discussion of ABA Rules regarding a lawyers need for competence when dealing with technology.

Judge Dixon’s ABA Article “Deepfakes: More Frightening Than Photoshop on Steroids” in “The Judge’s Journal’”

ABA Annual "Tech Show" scheduled for February 26 - 29, 2020, in Chicago, IL.

ABA The Judges’ Journal magazine.