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Tech Tip #148: Lawyers Need To Understand Which Funds Belong Where

Tech Tips Know Your Funds

An attorney managing their own law firm deal with many different funds. It’s important to differentiate between funds that belong in trust-like retainers and settlements, versus funds that don’t, like funds used to pay operating expenses and any realized income. Failing to differentiate between these different funds and place them in the appropriate accounts can […]

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Best Billing Practices of Successful Law Firms

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Billing: it can be a lawyer’s best friend and worst enemy. Chances are, when you first decided to pursue a career as an attorney, sending out invoices wasn’t the most exciting activity you dreamt about. But at the end of the day, the only way to provide an electric performance in the courtroom is to […]

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Tech Tip #146: Family Law Attorneys Face Many Challenges & They’re All Connected

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There are several challenges that family law attorneys face. These challenges can include; docket control, calendar and event tracking, billing and collections, and trust accounting. Understanding that these challenges are all connected, and finding a practice management solution that integrates all the systems used to address each of them is a step in the right […]

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The Do’s and Don’ts of Legal Trust Account Management

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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 […]

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