Resources

The latest guides, journals, videos, and reports on settlement disbursement, IOLTA compliance, and modern PI practice.

Confido Legal Alternative: What PI Law Firms Need Beyond Payment Collection
Featured · GuideIOLTACompliance

Confido Legal Alternative: What PI Law Firms Need Beyond Payment Collection

Confido Legal is a well-regarded legal payment processor — it helps law firms accept credit cards and ACH payments from clients into trust. But payment intake is only one piece of the settlement lifecycle. This guide explains what Confido Legal does, what it doesn't do, and which firms need more than a payment processor.

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May 4, 2026·11 min read
Medical Liens in Personal Injury Settlements: A Complete Guide

Guide

Medical Liens in Personal Injury Settlements: A Complete Guide

Every PI attorney has to resolve liens before disbursing. This guide covers every major lien type, the legal framework behind each one, how they are negotiated, what documentation is required, and what happens when liens are mishandled.

IOLTA Compliance for Personal Injury Firms: The Complete Guide

Guide

IOLTA Compliance for Personal Injury Firms: The Complete Guide

IOLTA compliance is one of the highest-stakes operational requirements in PI practice. Here is what the rules actually require, what auditors look for, and how to stay compliant without a full-time bookkeeper.

PI Settlement Disbursement: The Complete Guide for Personal Injury Law Firms

Guide

PI Settlement Disbursement: The Complete Guide for Personal Injury Law Firms

Distributing settlement funds to clients, lienholders, and referring attorneys is one of the most compliance-sensitive workflows in PI practice. Here is how it works — and what modern firms are doing differently.

What Is IOLTA? A Plain-English Guide for New PI Attorneys

Blog

What Is IOLTA? A Plain-English Guide for New PI Attorneys

You won your first PI case. The settlement wires in. Where does the money land first? This is the IOLTA primer we wish someone had handed us the week we got sworn in.

What Triggers a State Bar Trust Account Audit?

Blog

What Triggers a State Bar Trust Account Audit?

For years, trust account audits were rare. That era is over. Here's what triggers a review, what auditors actually look at, and how to be ready before the letter arrives.

What Records Do You Need for IOLTA Compliance?

Blog

What Records Do You Need for IOLTA Compliance?

If the state bar sent an audit letter tomorrow, could you produce every record they'd ask for? Here's the full IOLTA records checklist — source records, derived records, supporting docs, retention rules, and a one-hour drill to find your gaps before an examiner does.

How Long Do You Have to Disburse a Settlement? (By State)

Blog

How Long Do You Have to Disburse a Settlement? (By State)

Your client signed the release six weeks ago. The check cleared three weeks ago. They've called twice this week. Are you actually being slow — or is this just how settlement disbursement works? Here's what each state requires, and where the legitimate delay ends.

Can You Pay a Referral Fee From an IOLTA Account?

Blog

Can You Pay a Referral Fee From an IOLTA Account?

It's one of those deceptively simple ethics questions that sends attorneys to the bar for advisory opinions more often than you'd expect. Here's the mechanics, the reasoning, the state variations, and the five mistakes that turn it into a finding.

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