Tech Tip #95-Irrespective of Where You Keep Your Client Funds, Keep Them Separate

Tech Tip Client Funds

It’s not secret that lawyers utilize retainers to maintain positive cash flow for their firm. In most jurisdictions, all client funds must be kept in trust accounts, but in few jurisdictions, such as NJ, NY, client advances may be kept in operating accounts. Regardless of whether your firm keeps client funds in an operating or […]

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Tech Tip #91-Sync Your Legal Billing & Accounting Systems

Tech Tip Legal Billing

It is imperative that your firm’s legal billing and accounting systems utilize the same set of data. Failure to align these two systems with identical data will result in bookkeeping issues, billing complications, and ethics violations. The best way to avoid these issues is to implement a practice management system that handles both your firm’s […]

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