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.
Question | Answer |
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Form Name | Client Ledger Card Form |
Form Length | 2 pages |
Fillable? | Yes |
Fillable fields | 435 |
Avg. time to fill out | 29 min 10 sec |
Other names | client ledger template, ledger trust account, client ledger trust, ledger trust |
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CLIENT LEDGER CARD |
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NAME: |
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MATTER: |
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ADDRESS: |
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PHONE: |
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ATTORNEY: |
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DATE
NAME
MEMO
CK.
NO.
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FEES |
COSTS ADVANCED |
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TRUST |
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Charged |
Received |
AR Bal. Advanced |
Received |
Balance |
Disbursed |
Received |
Balance |
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[10 JAN 11 REV 3/99] |
PROVIDED AS A COURTESY BY THE OREGON STATE BAR PROFESSIONAL LIABILIITY FUND |
(CLIENT LEDGER CARD AND TRUST JOURNAL.DOC) |
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TRUST ACCOUNT
RECEIPTS AND DISBURSEMENTS JOURNAL
DATE
MATTER/CLIENT REFERENCE
RECEIPTS DISBURSEMENTS BALANCE
[10 JAN 11 REV 3/99] |
PROVIDED AS A COURTESY BY THE OREGON STATE BAR PROFESSIONAL LIABILIITY FUND |
(CLIENT LEDGER CARD AND TRUST JOURNAL.DOC) |
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