Accounts Receivable Retainers vs Trust Retainers
In this episode we break down one of the most misunderstood areas in legal accounting: accounts receivable (AR) retainers vs. trust retainers.
From compliance risks to workflow bottlenecks, they explore the key differences, common mistakes, and best practices for handling each type of retainer—so you can stay audit-ready and aligned with legal ethics rules.
If you’ve ever second-guessed where that client deposit belongs—this episode is for you.
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01:00 Accounts Receivable Retainers vs Trust Retainers
01:55 Software and Workflow Challenges
03:08 Practical…
The skinny
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