Ep 210: The Florida Bar’s Precedent-Setting Decision To Give Every Lawyer Access To Trust Accounting Software

<p dir="ltr">In a first for a state bar, <a href= "https://www.floridabar.org/">The Florida Bar</a> is providing its entire membership of more than 111,000 lawyers with <a href= "https://www.lawnext.com/2023/06/in-a-first-for-a-state-bar-florida-to-provide-all-members-with-free-trust-accounting-software-to-help-ensure-compliance-and-protect-the-public.html"> access to legal trust accounting software</a> – a move designed to both help lawyers better comply with trust accounting rules and help protect members of the public from trust accounting errors. </p> <p dir="ltr">The initiative was spearheaded by <a href= "https://www.smrl.com/legal-team/scott-westheimer/">F. Scott Westheimer</a>, a partner in the Sarasota firm <a href= "https://www.smrl.com/">Syprett Meshad</a>, who was sworn in June 23 as the bar’s new president, and it was made possible through a relationship between the bar and the legal financial management company <a href="https://www.trustnota.com/">Nota</a>, owned by M&T Bank. </p> <p dir="ltr">On the latest LawNext, host Bob Ambrogi is joined by Westheimer, together with <a href= "https://www.linkedin.com/in/paulgaribian/">Paul Garibian</a>, the CEO of Nota, to discuss this precedent-setting initiative and what it could mean for lawyers and the public in Florida. </p> <p dir="ltr">Florida lawyers interested in learning more about Nota’s availability in their state can <a href= "https://www.trustnota.com/thefloridabar">do so at this link</a>.</p> <p dir="ltr"> </p> <p dir="ltr">Thank You To Our Sponsors</p> <p dir="ltr">This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out. </p> <ul> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "https://www.trustnota.com/">Nota</a>, the online business banking platform designed specifically for solo and small law firms. </p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation"><a href= "https://joinparadigm.com/">Paradigm</a>, home to the practice ma