Marathon Records™ News

Marathon Records™ is your complete IOLTA resource. We provide IOLTA One™, the only application designed specifically to address the rules-compliant IOLTA record keeping needs of attorneys and title insurers. Our online bookkeeping application is your bridge to maintaining accurate records of each of your client's funds, and can be accessed and updated securely from any computer or device. We also provide a suite of consulting and audit services, and a robust library of IOLTA resources.

Marathon Announces MCLE Provider Certification for the State of California

September 14, 2015 - Marathon Records, Inc. today announced the State Bar of California has approved MCLE accreditation for its ethics CLE course on Rule 4-100 “Preserving Identity of Funds and Property of a Client.”

“We’re very excited about the MCLE certification,” said Eric Bruno, Chief Technology Officer at Marathon Records. “Erroneous record keeping for IOLTA accounts is one of the easiest ways to get disciplined by a State Bar Association. This program will help the solo and small firm attorney learn how to safeguard these critical records and avoid those issues that invite an inquiry from the state disciplinary system.” Continues Bruno, “the state bar, through its recent survey, has shown the importance it places on attorneys’ full knowledge of the trust accounting rules. We’re confident our program will help attorneys navigate the many pitfalls inherent in the accounting and bookkeeping rules governing their ethical responsibilities in this area.”

Interested participants may sign up for on line classes scheduled for Thursday, October 15th at 4:00 PM PST and Friday, October 16th at 3:00 PM PST. Sign up today!

Building on two prior successful trips to California, Marathon Records is also planning a trip to the West Coast to conduct the class in person later this fall.

Marathon Records is offering everyone who signs up for a class a free six-month trial of their accounting program, IOLTA One. IOLTA One is a cloud-based application that enables users to ensure they are accurately maintaining all required records relating to funds held in trust accounts. Developed by a team of attorneys and accountants, IOLTA One is accurate, easy to use and reduces the responsibility of maintaining IOLTA account records to a simple data entry process.

Marathon Records to Present IOLTA / Trust Account Management CLE Sessions in California

May 19, 2015 - Marathon Records, the leader in education and technology for IOLTA / trust account management, will be presenting CLE sessions at four upcoming bar association events in California. The CLE is titled “CA Rule 4-100: Preserving Identity of Funds and Property of a Client”.

Keeping inaccurate trust account records or misusing client funds (regardless of whether the misuse is negligent or intentional) is the easiest way for an attorney to be disciplined in California. This CLE will provide attorneys with the tools and knowledge needed to avoid common errors and to maintain full compliance with CA Rule 4-100.

Topics covered will include: IOLTA compliance as a non-delegable duty; basic facts and key concepts on CA Rule 4-100 and overall compliance; the importance of proper record keeping as required by the rules of professional conduct and the State Bar. Time will be provided for Q and A as well.

Attorneys interested in attending a session can contact the specific Bar Association directly, or Jason Tiner at Marathon Records – 720.340.4060 / jason@marathon-records.com

Schedule of Events:

Experts on CA Rule 4-100, the Marathon Records team is currently scheduling additional CLE sessions in California for Fall 2015. Please contact Jason Tiner at 720.340.4060 / jason@marathon-records.com for details and availability.

Organizations interested in more information or a free trial of the IOLTA One™ solution can contact Jason Tiner at 720.340.4060 or jason@marathon-records.com.

Marathon Records Announces New Version of "IOLTA One" Application for Attorneys and Title Insurers

February 18, 2015 - Marathon Records™, Marathon Records, Inc. today announced the release of the latest version of IOLTA One, the only software application designed specifically to address the unique trust account bookkeeping and compliance needs of solo practitioner / small firm attorneys and title insurance organizations. See full press release here...

Organizations interested in more information or a free trial of the IOLTA One™ solution can contact Jason Tiner at 720.340.4060 or jason@marathon-records.com.

Marathon Records Announces Launch Of Enhanced Website

December 31, 2014 - Marathon Records™, developers of the IOLTA One™ record keeping application, today announced their updated website at www.marathon-records.com (http://www.marathon-records.com/). Enhancements to the site will deliver the industry’s most complete library of IOLTA-focused material to sole practitioner / small firm attorneys and title insurance organizations, with features such as links to each states’ rules for IOLTA accounts, ethics opinions on various related topics, discussion blogs by Marathon Records staff and partners, as well as selected articles relevant to trust account bookkeeping and compliance. See full press release here...

Organizations interested in more information or a free trial of the IOLTA One™ solution can contact Jason Tiner at 720.340.4060 or jason@marathon-records.com.

Marathon Records, Inc. Adds VP of Sales and Customer Service to Leadership Team

December 1, 2014 - Marathon Records™, developers of the IOLTA One™ record keeping application for attorneys and title insurers, today announced the addition of Jason L. Tiner to their Leadership Team. Mr. Tiner’s role at Marathon Records™ will include oversight of sales and marketing efforts to grow the subscriber base of the IOLTA One application, and developing opportunities for the Consulting and Audit Services teams. Mr. Tiner will also be responsible for the group supporting new and existing clients.

He will report directly to Marathon Records™ CEO Kirsten Kelly, who said “Jason brings an extensive background handling all aspects of business development and ongoing customer support for aggressively growing companies, and is an ideal fit for the vision we have planned for Marathon Records.”

Mr. Tiner’s career in sales, marketing and customer service has primarily been with startup and early growth phase technology companies, including roles at organizations which IPO’d or were multi-million dollar acquisitions by larger companies.

Organizations interested in more information or a free trial of the IOLTA One™ solution can contact Jason Tiner at 720.340.4060 or jason@marathon-records.com.