Law Firms

Private-Bank Level Support

For Your Practice

In a sea of look-alike banks, Capital Bank is built for businesses that want things handled the right way. We combine modern tools with a highly personal relationship and real expertise in managing client funds so your firm stays efficient and confidently compliant, without extra hassle. We’ll guide you through setup, help you streamline workflow, and ensure details are handled correctly from day one.

Elevate your Firm’s Financial Management with Capital Bank

Keep client funds clearly separated, with cleaner tracking
Reduce admin time with digital workflows
Ability to directly call a dedicated support team with questions or for assistance

Solutions to Help Your Business

Operating Checking
Cash Management
- Remote Deposit Capture: Deposit checks from your office
- Positive Pay: Fraud protection for all of your checking accounts
Business Lines of Credit: Bridge gaps between client payments
Wealth Management Services: Fully integrated 401(k) management without the need for third parties

	Traditional Method	Capital Bank Method
Convenient Management	(Open separate accounts for each client.) No.	(One master account, unlimited sub accounts.) Yes.
Easy Set Up	(30+ minutes per account setup.) No.	(Minutes to create digital sub accounts.) Yes.

INTRODUCING

EscrowEdge

A Secure Digital Platform for Managing Client Accounts

EscrowEdge helps you manage client accounts without the back-and-forth by providing secure online access and streamlined account management.

Strong reporting and record keeping support
Dashboard and reports that can be accessed anytime
Online document repository for safekeeping of documents in one place

For Your Clients

Client Benefit Escrow Accounts with EscrowEdge –
Sub Accounting Made Simple
Manage hundreds of client trust accounts from one master account. Easily organize sub-accounts through an online foldering system.
- 24/7 Access: Track every penny, generate reports, and manage sub-accounts from your office or home
- Built-in Compliance: Automated interest calculations, audit trails, and reporting that satisfies requirements.

IOLA accounts
1031 Exchange accounts
Trust Services: Ficuciary management with over 190 years of community banking expertise-delivered locally, without having to call an out-of-state 1-800 number
Estate accounts

Manage Client Accounts
with EscrowEdge

Efficient Segregation of Client Funds

EscrowEdge precisely segregates client funds, crucial for clear financial demarcation
Reduces paperwork and eliminates tax documentation needs, streamlining account management

Simplified Account Management

Simplifies OLA account management using a single account with customizable naming
Reduces complexity and administrative overhead while maintaining fund segregation

Automated Interest Handling for IOLAs

Automatically calculates and directs interest to the IOLA, ensuring compliance with regulations
Supports interest calculation as per state requirements through configurable workflow adjustments

Pro Bono Funding Compliance

Directs interest from segregated client accounts to state boards for pro bono funding
Manages legal obligations effortlessly, supporting community legal services without extra team effort

Advanced Reporting Capabilities

Automated reporting tools for downloadable reports
Promotes transparency in attorney-level data submission

Streamlined Onboarding Process

Facilitates integration of existing client funds via bulk uploads for a smooth system transition
Minimizes manual data entry and operational disruption, enhancing efficiency from the start

Talk with a Business Banking Specialist.

Business banking at Captial Bank. Our services work as hard as you do.

Dezore McCarroll

Cash Management Officer

NMLS # 1892421

132 State Street

Albany, NY 12207

Office: 518.579.2478 | Cell 518.491.9850

[email protected]

Menu

Law Firms

Private-Bank Level Support

For Your Practice

Elevate your Firm’s Financial Management with Capital Bank

Solutions to Help Your Business

Convenient Management

(Open separate accounts for each client.)

No.

(One master account, unlimited sub accounts.)

Yes.

Easy Set Up

(30+ minutes per account setup.)

No.

(Minutes to create digital sub accounts.)