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Cash management and your law firm

Three key questions to ask your bank

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As the largest bank headquartered in San Diego, California Bank & Trust proudly serves many area law firms with a steadfast principle: local presence, local decision-making. We’re community bankers who work where we live and live where we work — conveniently, near you. It’s been this way for more than 50 years, and the benefit of our location and experience suggests that the next time your law firm seeks a bank with superior cash management solutions, ask three important questions:

*How do I best manage my cash position and my firm’s finances?

Whether your practice includes a few or dozens of partners, online access to up-to-date information is essential to managing your cash position. This is particularly critical when taking on new cases that may require months of work before collecting any fees.

At California Bank & Trust, we provide quick, easy access to smart money management tools through CalBank Network. This convenient Web-based cash management platform makes it easy to access up-to-date account information and initiate transactions directly from your Web browser.

*How do I protect my firm against fraud?

Whether you manage your own accounts or escrow accounts for clients, it helps to review transactions in advance to protect against fraud and reduce the risk of accepting payments that may not clear.

California Bank & Trust offers Positive Pay, a simple, intuitive interface that allows you to quickly make payment and return decisions online, review images of payment items, and access more accurate information for reconciling accounts.

*How do I control overhead costs and keep my staff productive?

Remote Deposit from California Bank & Trust helps qualified clients eliminate time-consuming trips to the bank. We were among the first banks on the West Coast to offer a choice — bring checks to the bank or deposit them right from your office. Now, with Remote Deposit, our easy-to-use scanner plugs into almost any PC so you can electronically deposit checks, on your schedule — days, nights and weekends.

More questions about cash management? Large firm? Small firm? Whatever your size, it’s easy to find all the cash management solutions you need from one institution: simply call California Bank & Trust. For more information, call 1-800-CALIFORNIA (1-800-225-4367) to reach the CB&T banker nearest you or visit our website at calbanktrust.com.


Submitted by California Bank & Trust.

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