10 Tips to Streamline Your Year-end Process


Even in the best circumstances, year-end can be a chaotic time for lawyers. So with all of the curveballs we’ve been thrown in 2020, it’s more important now than ever to have a sound, reliable process to tie up loose ends and get your firm ready for the year ahead.

Download this at-a-glance guide to get 10 tips to help streamline your law firm’s year-end process.

Tips include:

  1. Maintain matter-centric records
  2. Always be prepared for an audit
  3. Keep up with monthly reconciliation
Download the Guide Now
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