In what appears to be a first for a state bar association, The Florida Bar is providing each of its 110,000 members with free access to legal trust accounting software – a move its new president believes will help attorneys better comply with trust accounting requirements and better protect the public from trust violations.
The Florida Bar, the official regulatory and disciplinary arm of the Supreme Court of Florida, has entered into a relationship with the legal financial management company Nota, owned by M&T Bank, to enable its members to use Nota’s trust accounting software, regardless of where they bank.
Sarasota, Fla., attorney F. Scott Westheimer, who was sworn in Friday as the bar’s new president, spearheaded the initiative. A central focus of his term as president will be on helping lawyers comply with trust accounting and other disciplinary rules, he told me in an interview, and he sees trust accounting software

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