FREE IOLTA Compliance Guide for Texas Attorneys
5 Hidden Violations That Could Trigger a State Bar Investigation!
The compliance mistakes most attorneys don't know they're making—and the simple systems that prevent them...
What You'll Discover in The Texas Attorney's FREE Guide To IOLTA Compliance!
The monthly reconciliation mistake that compounds into serious violations
Why your practice management software isn't enough for compliance
The "Other" category red flag that signals immediate problems
How credit card processing fees can create compliance issues
The documentation gap that makes defending yourself impossible
BONUS: 2-minute self-assessment quiz to check your current compliance status and what to do about it...
MEET THE Author
Andrea Jenkinson-Saenz, ACQBPA, Ms Ed.
Andrea is an Advanced Certified QuickBooks Pro Advisor and an IOLTA compliance expert. She created this IOLTA MCLE ethics course in 2005 when speaking on behalf of the State Bar of Texas, and has continued to update it every year based on demand. With over 20 years of experience in her field, she has helped hundreds of attorneys and their law firms create best practices in their accounting departments, implement compliant financial processes, and ensure data integrity across the state.
Featured MCLE Speaker for The State Bar of Texas (2005)
Advanced Certified QuickBooks ProAdvisor with 50,000+ hours logged
22+ years simplifying compliance for Texas law firms
Helped hundreds of attorneys implement stress-free systems
Master's of Education, Indiana University
Co-Founder & CEO, A.M. Jenkinson & Associates (2003)
Every month, Texas attorneys face disciplinary action for IOLTA violations they never saw coming. Rules 1.14(a) and 1.14(b) violations consistently top the State Bar's disciplinary list—often triggered by routine client complaints or routine audits.
The most concerning part? Many of these violations stem from common bookkeeping practices that "everyone does."
Here's What You'll Find Inside This Guide
Identify Your Risks
Discover the 5 most common IOLTA violations that attorneys unknowingly commit—from reconciliation gaps to documentation deficiencies.
Each chapter includes real examples from Texas firms and clear explanations of why these issues matter for your compliance.
Practical Solutions
No complicated legal jargon—just straightforward processes you can implement immediately.
Learn exactly what compliant recordkeeping looks like, including specific examples and checklists you can use in your firm today.
Assess Compliance
Take the 2-minute self-assessment quiz to evaluate your current practices against compliance standards.
Get immediate clarity on whether your firm's IOLTA management needs attention—before any problems arise.
Ready to Safeguard Your Firm?
Special bonus!
Earn Your Ethics MCLE Credits
Every Texas attorney needs 2 hours of Ethics MCLE annually.
So, why not earn one of those hours while mastering IOLTA compliance?
SPECIAL 48-HOUR OFFER!
Our comprehensive 1-Hour Ethics MCLE course covers everything in this guide, plus advanced compliance strategies, detailed case studies, and basic step-by-step implementation processes.
Regular Price: $65
Your Price (for the next 48 hours)
*$49
*This offer is only available after downloading the FREE Guide and expires 48 hours after you receive your download link.
Here's what you get:
1 Hour Texas Ethics MCLE Credit
Comprehensive IOLTA compliance overview
Downloadable Compliance checklists and templates
Certificate upon completion for State Bar reporting
Immediate access—start today!
"Real Eye-Opening Info!"
"This is the kind of specialized knowledge they just don't teach you in Law School! I'm glad I took the time to educate myself."
- Family Practice Attorney, Austin, TX
TESTIMONIALS
Trusted by Texas Attorneys for Over 20 Years
"Feeling Bullet-Proof"
"Andrea's IOLTA training saved our firm from what could have been a serious compliance issue. The processes she taught us are now standard practice in our firm."
- Managing Partner,
Dallas Family Law Firm
"This is a wake-up call!"
"Finally, someone who explains IOLTA compliance in terms that attorneys and their staff can actually understand and implement immediately."
- Solo Practitioner,
Houston Personal Injury Law Firm
"Highly recommend!"
"This should be required viewing for every attorney in Texas who handles client funds and doesn't have a proven system to stay compliant throughout the year."
- Certified Legal Manager,
Austin Law Firm
STILL NOT SURE?
Frequently Asked Questions
Q: Is this IOLTA guide really FREE?
A: Yes, it's completely free and with no strings attached. We believe every Texas attorney should have access to basic IOLTA compliance information.
Q: How long is the guide?
A: It's a quick 15-page read designed to give you actionable information without overwhelming detail. Most attorneys finish it in 15-20 minutes.
Q: Do I need to use QuickBooks?
A: While examples referenced in this guide specifically use QuickBooks, the principles apply to any accounting software. The concepts are universal to IOLTA compliance in Texas.
Q: What if I don't use an IOLTA account?
A: The FREE IOLTA Compliance guide still provides valuable information about proper client fund management and financial compliance that applies to all Texas attorneys. You can always look into our IOLTA Compliance MCLE, worth 1 hour of Ethics. Once you download our FREE Guide, you will be eligible for the special discounted offer on the course.
Q: Is the MCLE course offer really only good for 48 hours?
A: Yes, this is a special discount only for individuals who take action and download the FREE guide. After 48 hours, the course returns to its regular $65 price.
Download Your Free Guide Now
Join hundreds of Texas attorneys who have used this information to strengthen their compliance practices and reduce stress around IOLTA management.
Your guide will be delivered immediately to your email, along with details about the special 48-hour MCLE course offer.
