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Client ledger template

Client ledger 2026

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The document is a template for a Client Ledger Card and Trust Journal, designed to track financial transactions related to client matters, including fees charged, costs advanced, receipts, disbursements, and balances. It is provided by the Oregon State Bar Professional Liability Fund.

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Click ‘Get Form’ to open the client ledger in the editor.
Begin by entering the client's NAME, MATTER, and FILE NO. in the designated fields at the top of the form. This information is crucial for identifying the specific case.
Fill in the ADDRESS and PHONE fields to ensure you have accurate contact details for your client.
In the FEES section, input the DATE, NAME of service provided, and any MEMO notes that clarify charges. Record any TRUST CK. NO. charged as well.
For COSTS ADVANCED, document amounts RECEIVED and AR Bal., ensuring you track all financial transactions accurately.
Complete the TRUST ACCOUNT RECEIPTS AND DISBURSEMENTS JOURNAL by filling out DATE and MATTER/CLIENT REFERENCE for each transaction.

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