The Client Ledger Card is a financial tracking form for attorneys and law firms. It records every fee, cost, and trust account transaction for one client matter in a single organized document.
Each entry in the ledger captures the date, memo, check or reference number, fees charged, costs advanced, and running balances for both trust and accounts receivable columns. The header section holds the client name, file number, matter description, address, phone number, and the assigned attorney.
This form was developed by the Oregon State Bar Professional Liability Fund as a reference for trust accounting compliance. Attorneys in most U.S. states use client ledger records to track funds held in IOLTA (Interest on Lawyer Trust Accounts) accounts. Accurate records protect attorneys during bar audits and help resolve client billing disputes.
| Question | Answer |
|---|---|
| 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 |