Tech Tip #106-Monthly Account Reconciliation Isn’t Enough

Tech Tip Daily Reconciliation

Depending on your jurisdiction you are likely required to perform a 3-way reconciliation every 30 or 60 days. While it is important to meet these requirements, you should actually be doing this much more frequently. Reconciling your accounts on a daily basis ensures that you will notice any errors or inconsistencies as they occur, opposed […]

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Tech Tip #105-Make The 3-Way Reconciliation Process Easier By Migrating Your Data

Tech Tip Reconciliation Process

The 3-Way Reconciliation Process can be a challenging endeavor for law firms. While it’s required to do this every 30-60 days, it is extremely beneficial to complete the process much more frequently. The problem is the process can be both long and difficult. Migrating all of your legal accounting data into CosmoLex will give your […]

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Tech Tip #103- Daily Bank Reconciliations Are A Must

Tech Tip Daily Bank Reconciliations

Be honest, when you think of reconciling your firm’s bank accounts, do you think of it as a daily activity? Neglecting to reconcile your bank accounts on a daily basis can result in trust accounting compliance issues, unnoticed data entry errors, account overdrafts, and in certain situations failure to comply with regulations associated with specific […]

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Tech Tip #102-Understand The Cloud

Tech Tip The cloud

So many firms have moved their practice management into the cloud or are interested in doing so. Very few firms understand that there are different technology options to consider when making this move. It’s important to know the difference between choices like hosted cloud solutions and true web-based applications for law firms in order to […]

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