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Tech Tip #109-A Stable IOLTA Workflow For Immigration Attorneys

Tech Tip Immigration Attorneys Workflow

Immigration attorneys see more IOLTA transactions than attorneys in other practice areas. This requires them to align data between multiple systems on a regular basis. This process can become time-consuming and error prone. Watch this video produced by our CosmoLex Accounting Partners at Law Firm Velocity to learn more about IOLTA issues for immigration law […]

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Tech Tip #107-Ledger Overdrafts Are Avoidable

Tech Tip Ledger Overdrafrs

A ledger shows the amount of client funds a particular matter has. Understand that disbursements or invoice payments shouldn’t affect any balance other than the related matter in terms of ledgers. CosmoLex has your back by not allowing overdrafts from a matter and will give you the reason why. For more helpful tricks in handling client […]

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