Tech Tip #122-Are You Sure You Are Posting Trust Retainers Appropriately?

Tech Tip Trust Retainer

Trust retainers should only be posted to the correct client funds liability accounts. All too often attorneys post retainers as fee income. This is wrong and could be harmful to your practice. Utilize practice management software that has safeguards in place to ensure that all of your client retainers are appropriately posted, otherwise, you could […]

Read more

Tech Tip #120-Have The Right Data Sets To Build An Effective Revenue Distribution Model

Revenue Distribution Model

Many firms set up their revenue distribution models based on productivity. In order to have an effective model in place, your firm needs to know who the originating attorney is, who is the person responsible for overall efficiency, what contributions have timekeepers made, and what contributions have been made to non-billable time. Learn more about […]

Read more

Tech Tip #119-Monotonous Time Management Tasks Made Easy

Tech Tip Time Management

No matter how organized you think your practice is, everyone can have better time management. While tagging records can be time-consuming, it is still important that every record is tagged to its proper client matter. That means every email, task, event, document, billing item and transaction be attributed to the applicable matter. CosmoLex makes tagging all […]

Read more

1 2 3 4 5 66

Try CosmoLex Legal Practice Management Software

Get 30 Days Free

– CosmoLex connects with the tools you know and love –

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