Tech Tip #125: 3-Way Reconciliation Is Important, Make It Easy

Tech Tip 3-Way Reconciliation

There is no doubt that the 3-way reconciliation process is extremely important for law firms. Most jurisdictions require that it is performed monthly. The problem is the process can be difficult. Automating the 3-way reconciliation process can save you time and help your firm perform regulations more regularly to ensure that costly errors don’t go […]

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Tech Tip #124- Time management Functions Your Practice Management System Should Include

Tech Tip Time Management

Time management for lawyers can be a daunting task. A daunting task they don’t always have time for. Unfortunately, without the proper solutions in place, poor time management can result in unbilled clients, missed meetings, and much more for your firm. Utilize practice management software that has time management features in place, like task & […]

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Third Party Lien Claims for Attorneys

Third Party Lien Claim Management

In many situations, part of being an attorney is being the fiduciary for your clients. This means you are responsible for making sure that all financial activity concerning the case being worked on is handled appropriately. In personal injury cases, workers compensation cases, family law, and bankruptcy cases, among others, it is common to have […]

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Tech Tip #123-Today’s Legal Accounting Technology Calls For Bank Grade Encryption

Financial Security Encryption

Thankfully we live in a day and age where there is a wide range of technology available to attorneys and their law firms. This technology can improve productivity, accuracy, and a firm’s ability to remain effective wherever they are working. With these benefits, there are also new security concerns that come into play. Attorneys deal […]

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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 […]

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