Client Ledger Card Form – Fill Out and Use This PDF

Client Ledger Card Form PDF Details

Maintaining accurate and up-to-date financial records is a cornerstone of trustworthiness and transparency in the legal profession. Central to this practice is the Client Ledger Card, a crucial document that serves various purposes, from tracking financial transactions related to a client’s case to ensuring compliance with legal accounting regulations. These ledger cards capture essential information including the client's name, matter, file number, address, phone number, and the attorney handling the case. Each transaction entry meticulously records dates, names, memos, check numbers, fees, costs advanced, and balances pertaining to both trust and AR accounts. Provided as a courtesy by the Oregon State Bar Professional Liability Fund, this form not only aids in financial management but also fosters accountability and trust between attorneys and their clients. By carefully chronicling receipts, disbursements, and balances, the Client Ledger Card plays a vital role in the financial administration of client matters, ensuring that all transactions are transparent and that client funds are managed with the utmost integrity.