The Do’s and Don’ts of Legal Trust Account Management

Untitled design (1)

When it comes to managing your clients’ accounts, “trust” is the operative word. At the point in which you take responsibility for such important funds, it is critical that your firm has the right processes and practices in place to ensure safe keeping. Here, we’ll be covering the “do’s and don’ts” of handling client trust […]

Read more

Top 10 Tips to Increase Your Financial Security

Blog Financial Security Tips

While providing clients with the best possible legal advice should be the goal of any reputable attorney, in order to run a trusted law firm, sound internal business practices must also be in place and prioritized. This goes beyond just protecting clients’ confidential documents, data, and financial information; a truly ethically-minded practice must also take […]

Read more

Tech Tip #143: Accepting Credit Cards Makes Sense, But It Can Be Challenging

Accepting Credit Cards

Just like any other business, your firm’s clients want to pay with credit cards. Credit card batching and disparate legal billing and accounting systems can make it challenging for firms to be able to accept payment via credit card. Use a legal specific accounting solution to effectively accept credit card payments from your clients. Watch […]

Read more

1 2 3 71

Try CosmoLex Legal Practice Management Software

Try It Free Now

– CosmoLex connects with the tools you know and love –

google
dropbox
box
Microsoft Office 365
OneDrive
lawpay
casemaker
gmail
outlook
outlook
top