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Client Ledger Rule 1.15(a)(2) A separate page for each client/matter showing chronologically all receipts, disbursements and balances for each client/matter. TRUST ACCOUNT CLIENT LEDGER PAGE Name
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The trust account client ledger is a detailed record of all client funds held in trust by a lawyer or law firm.
Lawyers and law firms who hold client funds in trust are required to file the trust account client ledger.
Trust account client ledgers must be filled out accurately and include detailed information about each client's funds held in trust.
The purpose of the trust account client ledger is to track and report on all client funds held in trust in order to protect and account for client funds.
The trust account client ledger must include information such as client names, amounts held in trust, dates of deposits and withdrawals, and purpose of funds.
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