Welcome to our tutorial on logging referral fee transactions using TrustReq. If you're practicing law in Ontario, you know that compliance with referral fee regulations involves more than just staying within monetary limits. This video will guide you through the process of logging referral fee transactions to ensure full compliance with the Law Society of Ontario’s By-Law 9.
In this step-by-step guide, we’ll show you how to:
- Navigate TrustReq to log referral fee transactions
- Input transaction details including date, amount, and payment method
- Identify payor and payee licensees
- Maintain accurate records for compliance and auditing purposes
We'll also explain the importance of each step and how TrustReq simplifies the process while ensuring your records meet By-Law 9 requirements.
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