Legal Trust Compliance and Legal Software Training

The Moritz Group empowers law firms to thrive in a digital-first legal landscape through expert training in LEAP Legal Software and other leading platforms. By delivering hands-on, role-based instruction, we help legal teams streamline workflows, enhance compliance, and confidently adopt the tools that drive modern practice. Our vision is to transform technology into a strategic advantage—making every firm more agile, secure, and future-ready.

At The Moritz Group, we equip legal professionals with the skills and confidence to navigate PCLaw with precision and purpose. Our tailored instruction transforms everyday tasks—like timekeeping, invoicing, trust reconciliation, and case oversight—into streamlined, strategic workflows. We believe technology should serve the practice, not complicate it. That’s why our training is built around clarity, relevance, and real-world application—so firms can operate smarter, faster, and with greater peace of mind.

The Moritz Group is committed to helping law firms maintain full compliance with IOLTA (Interest on Lawyers’ Trust Accounts) regulations. We provide targeted training and guidance to ensure proper setup, segregation, and reconciliation of trust accounts in accordance with state bar requirements. Our programs emphasize ethical handling of client funds, prevention of commingling, and accurate recordkeeping—protecting both your firm’s reputation and your clients’ trust. With practical instruction and real-world scenarios, we make IOLTA compliance straightforward, secure, and sustainable.