The personal injury settlement lifecycle
IOLTA and trust-accounting fundamentals
Check-writing procedures for trust and operating accounts
Three-way trust reconciliation
Matter-level client ledger maintenance
MedPay, medical liens, fee divisions, and settlement disbursements
Exception identification and escalation
Documentation and audit-trail requirements
Bar-review-ready reporting practices
Clio, Filevine, SmartAdvocate, QuickBooks, and other client platforms
PI Ledger’s Preparer → Reviewer → Closer quality-control process
Supervised assignments and structured review feedback
New team members learn through practical, supervised assignments and progress into greater responsibility as they demonstrate accuracy, consistency, and process understanding. Experienced team members provide guidance and structured feedback throughout the on-the-job training process.