California’s New Bar Rules: What Every Lawyer Should Prepare For

California’s bar just tightened its compliance rules, and the fallout is real.

In this episode, we break down the surprising results of a statewide compliance test—trust account errors, missing three-way reconciliations, and more. Learn what law firms must fix now, the tools that help, and why these rules could soon impact firms across the country.

00:59 Scary Changes in California Bar Rules
01:30 Compliance Challenges in Law Firms
02:50 Self-Assessment and Beta Testing
03:40 Non-Compliant Trust Account Journals
05:27 Client Notification and Dormant Accounts
09:44 Attorney Supervision and Training Issues
10:22 Contingency Firms and Fee Calculations
12:46 Handling Disputes and Documentation
13:49 Trust Accounting Policies and Practices
15:24 Self-Assessment and Compliance Reviews
16:45 Software and Reconciliation Challenges
17:56 Fraud Prevention and Oversight
19:29 Compliance Tools and Best Practices
20:46 California Bar Compliance and Adjacent States

State Bar Launches Mandatory Client Trust Account Compliance Reviews

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Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.