19 07
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 […]
18 07
When dealing with family law your clients will often be in a difficult financial and emotional state. The last thing you want to do is create additional stress by missing important deadlines. Utilizing calendaring software that is integrated with docket control solutions can help ensure your firm stays on top of all deadlines and helps […]
13 07
Chances are your firm is working with multiple clients on multiple matters. It is required that funds associated with one matter aren’t commingled with funds that are associated with another. Utilize legal specific accounting software to ensure that client funds are not commingled or used to pay for your firm’s own expenses. Learn more by […]
12 07
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 […]
11 07
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 […]
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