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Finance and Expenses

  • Submitting Expense Reports
  • Travel Expense Guidelines
  • Year-End Tax Information for Employees

Human Resources

  • Performance Reviews

    • Performance Review Guidelines
  • Onboarding Checklist for New Hires
  • Understanding Your Benefits Package

IT Support

  • Security Protocols

    • Security Protocols for Safe Computing
  • How to Request IT Support
  • Getting Started with Your Work Computer

Operations and Logistics

  • Safety Protocols

    • Safety Protocols in the Workplace
  • Inventory Management Best Practices
  • Understanding the Supply Chain

Professional Development

  • Mentorship Programs Overview
  • Setting Career Goals
  • Identifying Training Opportunities

Sales and Marketing

  • Introduction to Our Sales Process
  • Creating Effective Marketing Campaigns
  • Using the CRM Software

Legal Billing

  • Legal Billing: Your Basic Guide and Best Practices
  • Legal Billing Increments and Client Invoice Solutions
  • What Law Firms Should Know about Billing for Paralegal Work
  • What Should a Law Firm Invoice Include?
  • How can we get our clients to pay our law firm?
  • Should my law firm ever discount our services?
  • How should our law firm set our rates?
  • What Should Our Law Firm Billing Policy Look Like?
  • How often should law firms invoice their clients?
  • What’s the fastest way to bill our law firm clients?
  • What credit card merchant is best for law firms?
  • How can our law firm start accepting credit cards?
  • What legal billing increment should our law firm use?
  • Should my law firm outsource our legal billing?
  • How should our firm pay credit card merchant fees?
  • What charges should and should not be passed on to clients?
  • Is a contingent fee tracked as Accounts Receivable?
  • Is a flat fee tracked as Accounts Receivable?
  • How should my law firm be tracking time?
  • What information should I include in my invoice?
  • What is PCI compliance and why is it important?
  • Can legal clients pay by credit card?
  • Can general accounting program like QuickBooks apply complex rate structures and non-traditional fee arrangements to invoices?
  • Can I use a general account program like Quickbooks to bill legal clients?
  • Can I use a general accounting program like QuickBooks for timekeeping?
  • Can I email invoices to legal clients?
  • What are effective collection methods for law firms?
  • How do I track clients with overdue balances?
  • Do I need to track my time if I charge my legal clients a flat fee?
  • The Ultimate Guide to Avoiding Compliance Issues When Getting Paid

Webinars

  • Reconciliation Made Easy: How CosmoLex Helps You Easily Modernize How You Reconcile
  • Law Firm Accounting Tips: How to Improve Your Accounting Workflows
  • Step into Summer: Get Out of the Office and Embrace Cloud-Based Legal Practice Management
  • Legal Accounting 101: Mid-Year Financial Health Checklist
  • Legal Trust Accounting 101: Get Back to Basics and Simplify Your Legal Trust Accounting
  • Fixing the Broken Link Between Your Billing and Accounting Workflows
  • Demystifying the Data Migration Process
  • Relationships: The Key to Law Practice Success
  • Canadian Legal Accounting Compliance: How CosmoLex Ensures You Stay on the Right Side of the Law
  • Back to Basics: Legal Accounting
  • Back to Basics: Legal Practice Management
  • 5 Reasons Why Small Law Firms Should Avoid QuickBooks
  • Revolutionizing Law Firm Productivity in 2023: A Deep Dive into Practice Management Tools
  • 7 Vital Trust Accounting Reports for Lawyers
  • An Introduction to CosmoLex CRM
  • Back to Basics: Legal Practice Management
  • CosmoLex NextGen is Here (01:02:21)
  • Why Integrated Payments with your Practice Management Tools will Boost Profits
  • Back to Basics: Legal Invoicing and Getting Paid
  • 5 Simple Steps to Avoid Client Conflict and Strengthen Client Communication
  • It's Not Too Late to Migrate: Finding the Right Law Practice Management Solution for 2023 (25:38)
  • Back to Basics: Legal Trust Accounting (47:31)
  • 2023 New Year’s Resolutions for Law Firms (29:05)
  • Escaping Outdated Practice Management Software: Moving to the Cloud (50:36)
  • Legal Accounting Primer for Canadian Law Firms (53:32)
  • How to Grow Your Practice in 2023 (29:39)
  • Preparing for 2023: Learn How CosmoLex Can Improve Your Law Office (30:07)
  • 10 Take Aways from 2022 (29:41)
  • How to Get the Most Out of Your CosmoLex in 2023 (50:49)
  • Run A Better Law Firm with CosmoLexPay (43:35)
  • 5 Ways to Improve Your Law Firms Bookkeeping and Accounting (28:49)
  • EOY Checklist (CA) (56:05)
  • EOY Checklist (46:22)
  • Data Migration with CosmoLex (24:29)
  • How Lawyers Can Plan for Success in 2023 (22:25)
  • How Family Lawyers Can Easily Add Estate Planning to Their Practice (23:34)
  • How To Automate Your Marketing To Grow Your Legal Practice (24:16)
  • Learn How Legal-Specific CRM Can Make an Impact (42:05)
  • How to Leverage CosmoLex to Get Paid Faster (41:02)
  • The Top 5 Ways to Maintain Accounting Compliance in Your Law Office (24:38)
  • Back to Basics: Legal Invoicing & Getting Paid (27:05)
  • Back to Basics: Legal Trust Accounting (27:07)
  • Back to Basics: Legal Practice Management (46:54)
  • Keeping Your Law Firm Safe in the Cloud (40:06)
  • Updating Your Law Practice: How to Effectively Migrate to New Practice Management Software (26:04)
  • 2022 Mid-Year Accounting Checklist for Canadian Law Firms (35:41)
  • 2022 Mid-Year Accounting Checklist for Law Firms
  • Complete Law Office Accounting in CosmoLex (29:32)
  • Boost Your Productivity and Client Experience with CosmoLexPay & More (39:40)
  • Running an Efficient Law Office with CosmoLex (31:11)
  • Evaluating Your Law Firm's Tech Stack for Efficiency (33:27)
  • The 3 Secrets of Electronic Payments for Law Firms (28:23)
  • How to Modernize Your Law Firm's Billing with CosmoLex (34:14)
  • Top 5 Accounting Challenges for Law Offices (29:39)
  • Trust Accounting in CosmoLex (31:42)
  • How to Simplify Your Law Firm's Financials with Modern Technology (31:06)
  • 3 Tips to Turbocharge Your Law Firm Marketing (39:09)
  • Law Firms Level Up: Electronic Payments (29:01)
  • The 7 Vital Trust Accounting Reports for Lawyers (28:40)
  • The Law Firm’s Guide to Increased Profits in 2022 (26:04)
  • The Top New Year’s Resolutions for Law Offices in 2022 (29:14)
  • It's Not Too Late to Migrate: Transitioning to New Legal Software in 2022 (25:47)
  • 2021 Year-end Accounting Essentials for Law Firms (11:54)
  • 2021 Mid-Year Accounting Checklist for Law Offices [USA] (50:03)
  • Keeping Your Law Firm Safe in the Cloud (31:46)
  • Ask an Expert: Managing a Post-Pandemic Law Office (49:13)
  • What Every Lawyer Needs to Know About Accepting Credit Cards (27:44)
  • Running a Modern Law Practice with CosmoLex (28:13)
  • 5 Tips for Providing a Better Client Experience (12:00)
  • 5 Ways CosmoLex Can Help Organize Your Practice (33:23)
  • Revitalizing Your Law Firm: Selecting the Best Practice Management Software (26:57)
  • Revitalizing Your Law Office: How to Migrate to Modern Practice Management Software (29:16)
  • How CosmoLex Can Improve Your Legal Billing (29:09)
  • 5 Proven Billing Tactics to Get Paid Faster (14:40)
  • 5 Key Benefits of Streamlining Your Billing & Accounting Workflow (29:41)
  • Top 5 Tips for Trust Accounting Success (9:26)
  • Top Tech Must-haves for Lawyers in 2021 (45:32)
  • Top Tech Must-haves for Lawyers in 2021 (45:32)
  • 7 New Year’s Resolutions for Law Practices in 2021 (9:21)
  • Top 10 Productivity Metrics Your Law Firm Should Track (12:00)
  • ABCs of Law Firm Financials (10:31)
  • 30 Tools in 30 Minutes: Productivity Hacks for More Money, Time and Happiness (38:06)
  • 2020 Year-end Accounting Checklist for Canadian Law Firms (44:12)
  • Top 10 Tips to Streamline Your Year-end Process (10:04)
  • The Top 5 Reasons Lawyers are Switching from QuickBooks (10:40)
  • (Canada) How to Modernize Your Law Firm Accounting with CosmoLex (29:03)
  • Simplify Your Law Firm Accounting with CosmoLex (30:17)
  • Law Firm Financials: Managing Your Money & Trust Account Compliance (32:37)
  • Law Firm Billing Strategies to Make More Money (25:18)
  • How to Securely Migrate to New Legal Software (USA) (31:27)
  • How to Securely Migrate to New Legal Software: Moving to the Cloud for Canadian Law Firms (32:45)
  • How to Securely Migrate to New Legal Software: For Cloud-based Law Firms (34:12)
  • Advanced Practice Management Strategies for Increased Productivity (27:00)
  • Top 10 Productivity Metrics Your Law Firm Should Track (12:00)
  • Legal Billing and Accounting: 5 Ways Your Firm Could Fail (22:16)
  • Improving Your Law Office’s Cash Flow: Utilizing Electronic Payments to Increase Client Payment Rates (41:17)
  • Top 5 Billing Practices Used by Profitable Law Firms in 2020 (24:48)
  • Adjusting to the New Normal: 5 Things COVID-19 Has Taught Us About Running an Efficient Law Office (31:36)
  • CARES Act, PPP-SBA Loans, and Recovering after COVID-19 (50:00)
  • How to Improve Your Law Firm’s Financial Security Today (33:39)
  • Using Modern Tools to Increase Your Legal Accounting Productivity (27:59)
  • Using Modern Tools to Increase Your Billing Productivity (30:36)
  • Using Modern Tools to Increase Your Practice Management Productivity (28:06)
  • How to Simplify Your Law Firm's Financials, Technology, and Workflows: for Firms Not Leveraging Software (29:11)
  • How to Simplify Your Law Firm’s Financials, Technology, and Workflows: Law Firms Using Multiple Systems (29:49)
  • How to Simplify Your Law Firm’s Financials, Technology, and Workflows (Firms Using Installed Desktop Software) (34:00)
  • The Top 5 Accounting Challenges Facing Modern Law Firms (31:44)
  • Preparing Your Law Practice: How to Operate Remotely (41:38)
  • How Lawyers are Making More Money: 20 Legal Billing Tips in 30 Minutes (23:48)
  • 5 Ways Using Separate Billing and Accounting Software is Wasting Your Time (39:42)
  • Top 5 Reasons to Find a QuickBooks® Alternative for Your Law Firm (37:25)
  • 5 Bad Habits Lawyers Must Break in 2020 (35:30)
  • It’s Not Too Late to Migrate: Choosing New Legal Software in 2020 (29:00)
  • Top 7 New Year’s Resolutions for Law Firms (8:40)
  • 3 Critical Mistakes to Avoid when Moving to the Cloud (34:28)
  • Redefining Modern Practice Management: Legal Accounting (32:53)
  • 3 Ways to Get Paid What You're Owed: Leveraging Electronic Payments at Your Law Firm (48:55)
  • The Year-end Accounting Pitfalls Checklist (6:33)
  • Law Firm Financials: Managing Your Money & Trust Account Compliance (32:37)
  • Document Management vs Practice Management (43:09)
  • Keeping a Compliant Law Firm: Credit Cards and Beyond (42:39)
  • ABCs of Law Firm Financials: Accounting, Billing, and keeping it all Compliant (10:31)
  • Top 10 Profitability Metrics for Law Firms (8:21)
  • 30 Tools in 30 Minutes: Productivity Hacks for More Money, Time, & Happiness (38:06)
  • 5 Billing Practices Used by Profitable Law Firms (34:40)
  • 3 Steps to Modernize Your Practice Management Solution (39:49)
  • Harnessing the Power of Fully-integrated Practice Management Software (32:05)
  • 10 Tips in 10 Minutes: Utilizing the Cloud in Your Law Practice (11:38)
  • The Top 3 Compliance Roadblocks for Lawyers Using QuickBooks® (55:25)
  • Ask an Expert: Basics of Billing & Accounting Compliance (46:04)
  • 3 Steps to Automate Trust and Audit Compliance with CosmoLex (35:31)
  • The 5 Tools You Should be Using to Communicate with Clients Today (39:10)
  • The Top 3 Business Accounting Challenges for Law Firms (15:43)
  • Ask an Expert: Better Billing & Faster Payments for Law Firms (54:00)
  • Legal Accounting Face-off: QuickBooks & CosmoLex (54:56)
  • Procuring Profitability in Your Law Firm (24:17)
  • Ask An Expert: Data Security Basics for Law Firms (45:57)
  • 7 Essential Trust Accounting Reports for Lawyers (31:02)
  • Ask an Expert: Digital Marketing for Lawyers (50:13)
  • Top 7 Reasons PCLaw Users Are Moving to CosmoLex (57:45)
  • The Winning Argument: Legal-specific Trust Accounting (37:56)
  • Advanced Trust Accounting Concepts for Law Firms (45:44)
  • 3 Common Pitfalls of Legal Matter Management (42:21)
  • Three-way Reconciliation: The #1 Report to Solve Trust Audit Worries (35:05)
  • Avoiding Legal Compliance Issues When Getting Paid (48:45)
  • Five Ways to Avoid Client Disputes (46:42)
  • How to Run a More Competitive Law Firm in 2018 (33:45)
  • Can Your Law Firm Last Using Generic Software? (49:37)
  • Handle With Care: Managing Client Trust Accounts (44:44)
  • Navigating Your Accounts Payable: Bills & Beyond (36:51)
  • Find Your Practice Zen: Time & Stress Management for The Small Firm (45:06)
  • 10 Do's and Don'ts of Legal Trust Accounting (37:01)
  • CosmoLex + Chrometa: Automatic Time Tracking to Increase Billable Hours (27:25)
  • Legal Accounting Webinar Series: Credit Card Accounting (36:32)

Business Accounting

  • Why Is the Difference between Hard Costs and Soft Costs Important?
  • What Are the Three Bank Accounts Every Law Firm Should Have?
  • When should my law firm outsource bookkeeping?
  • What expenses are tax-deductible for law firms?
  • How Should I Pay Myself from My Law Firm?
  • Does my law firm have to pay sales tax?
  • How much should our law firm be spending on staff and general overhead?
  • How Can Our Law Firm Create a Budget?
  • What financial red flags should law firms look out for?
  • How can our law firm fix our cash flow?
  • How can my law firm pay less in taxes?
  • What financial KPIs should my law firm be tracking and evaluating?
  • What type of bank accounts should our law firm have?
  • Can our law firm write off bad debts?
  • Does my law firm need a bookkeeper if we have an accountant?
  • How should law firms approach clients about past due accounts?
  • When should our law firm's client accounts be sent to a collections agency?
  • What tax deductions can my law firm claim?
  • 5 Ways to Run a Compliant Law Firm
  • What year-end financial reports should my law firm have?
  • Are settlement funds taxed?
  • What is the statement of cash flows for law firms?
  • How do I read my law firm's balance sheet?
  • What Should Be Included in a Settlement Statement?
  • How should our firm record matter costs?
  • Is recovering advanced client costs taxable?
  • How do invoice payments need to be allocated?
  • What steps are involved in administering payroll?
  • Can general accounting programs like QuickBooks generate required legal reports?
  • Why are accounts receivables considered an asset?
  • What is a cash-flow analysis?
  • Can general accounting tools be used for law firms?
  • How is law firm accounting different from other types of business accounting?
  • Why should I use a specialized legal accounting program?
  • Does my accounting program use double-entry bookkeeping?
  • How does double-entry bookkeeping work?
  • Can general accounting program like QuickBooks apply complex rate structures and non-traditional fee arrangements to invoices?
  • When do you use a “debit” vs. a “credit”?
  • Can I use a general accounting program like QuickBooks to track reimbursable costs?
  • Can I use a general account program like Quickbooks to bill legal clients?
  • What is a journal entry and when do I need to use one?
  • What do "debit" and "credit" mean?
  • What is a chart of accounts?
  • Can I transfer my data to a new accounting program?
  • What steps can I take to protect my firm from embezzlement?
  • What is the difference between cash-based and accrual-based accounting?
  • What is the general ledger?
  • What is in my law firm's profit and loss statement?
  • What is a profit and loss statement?
  • How do I track clients with overdue balances?
  • How to Run a Profitable Law Firm
  • Accounts Payable: What Law Firms Need to Know
  • Understanding Productivity & Compensation Models for Law Firms

eBooks

  • The Hidden Costs of Using QuickBooks for Law Firms
  • eBook: 3 Steps To Better Law Firm Marketing
  • A Simplified Guide to Electronic Payments for Lawyers
  • Breaking Bad Habits for a Better Law Office in 2020
  • The Simple Guide to Improving Your Law Firm's Financial Security
  • eBook: Using Modern Tools to Increase Your Productivity
  • eBook: The Ultimate Guide to Decluttering Your Law Office
  • eBook: Getting to Know Cloud Practice Management
  • eBook: The ABCs of Running an Efficient Law Office
  • eBook: Eliminating Inefficiencies
  • eBook: The Five Obstacles of Legal Accounting
  • The Critical Challenges of Using QBO for Law Firms

Running a Law Office

  • Software as a Partner in a Law Firm – Lawyerist Podcast #413
  • Best Practices for Running an Efficient Law Office
  • 6 Key Features for Legal Practice Management Software
  • Guide to time tracking best practices for lawyers
  • 5 Ways To Use File-Sharing Tools at Your Law Firm
  • Top 5 Best Family Law Software That Support Flat-Fee Billing
  • What Are the Best Criminal Law Software Options That Help with Collections?
  • Which Family Law Software Is Best for Creating Custom Task Lists?
  • What Are the Benefits of a Cloud-Based Practice Management System?
  • What Research Tools Do Lawyers Use?
  • How Do You Know When It’s Time to Invest in Legal Practice Management Software?
  • What Does Legal Case Management Software Do?
  • How Can I Improve My Billing Process?
  • How Do I Choose the Right Family Law Software for My Firm?
  • What Is the Purpose of Practice Management Software?
  • What Law Practice Management Software Is Best for a Solo Practitioner?
  • How to Get Employees to Use Legal Practice Management Software
  • Best Practices for Implementing a New Practice Management Software
  • How to Choose a Practice Management Software
  • Legal Chatbots: Increasing Client Satisfaction While Driving Firm Profitability
  • How Should Law Firms Plan for the Year Ahead?
  • Outsourcing for Lawyers: Ethics and Considerations
  • What Makes a Good Lawyer?
  • How Can You Measure Law Firm Productivity?
  • Can My Law Firm Automate Fee Agreements?
  • Which Processes Should My Law Firm Automate?
  • How Can Law Firms Increase Client Retention?
  • What Does the Future Look Like for Law Firm Tech?
  • Should My Law Firm Hire Another Assistant?
  • What’s the Must-Have Tech for Law Firms?
  • What Types of Documents Can Be Created Using Automation in a Law Firm?
  • What’s the Best Way for Our Law Firm to Communicate with Clients?
  • How Can Lawyers and Paralegals Keep Each Other Up to Date on Cases?
  • What Questions Should I Ask Before Entering a Law Firm Partnership?
  • How Can Our Law Firm Better Keep Our Clients Informed?
  • Someone Wants to Acquire My Law Firm—What Should I Ask For?
  • What Should Our Law Firm Client Intake Process Look Like?
  • How can our law firm automate document creation?
  • How are law firms using AI?
  • How can law firms use automations?
  • What AI tools can solo and small law firms use?
  • How can my law firm be more successful next year?
  • How can our law firm improve our client intake?
  • What goals should my law firm set?
  • What are the best New Year’s resolutions for law firms?
  • How can our law firm securely send client communications?
  • How can our law firm calculate fee distribution?
  • What online document storage is secure enough for law firms?
  • What is the best way for law firms to track time?
  • What’s the fastest way to bill our law firm clients?
  • How and when can my law firm raise its rates?
  • What should my law firm include in a fee agreement?
  • What client costs can my law firm be reimbursed for?
  • Should my law firm use retainers or just bill as work is done?
  • When will law firms go back to what it was like before COVID?
  • How should my law firm handle our billing?
  • What is the safest way to prepare my law firm for the future or another natural disaster?
  • What should my law firm do to plan for the next year?
  • How can our law firm avoid a billing dispute?
  • How should our law firm choose a bank?
  • How can our law firm start accepting credit cards?
  • How much will our law firm be taxed?
  • When is it time for my law firm to hire another lawyer?
  • What tasks can an attorney delegate to someone else in the law firm?
  • How can our law firm limit the potential for COVID-19 related lawsuits and claims?
  • How can law firms remotely manage caseloads and deadlines?
  • What budget items can my firm reduce?
  • What type of vendor management policy should our law firm be following?
  • How can lawyers remotely handle remote client interaction?
  • What data security best practices should law firms take when working remotely?
  • Are law firms required to provide PPE to their employees?
  • What should law firms be doing to prepare for reopening their offices?
  • How will COVID-19 change the legal industry?
  • What are options for lawyers when courts aren't open for trial?
  • What options do lawyers have aside from in-person consultations?
  • What type of law practice management software is best for remote work?
  • How can our law firm get paid faster?
  • How can video conferencing help your law firm's productivity?
  • Should my law firm layoff or furlough our employees?
  • What should law firms do when work slows down?
  • What are the best practices for working remotely for law firms?
  • Should my law firm track non-billable time?
  • How can lawyers keep track of their to-do list?
  • How can law firms keep track of client emails?
  • What document management options do law firms have?
  • How can law firms document and implement workflows?
  • What are best practices for choosing a law firm vendor?
  • How can I train my law firm staff on new software while keeping my office running?
  • How do I use automation in my law firm?
  • What is my law firm's tax liability?
  • What KPIs should my law firm be measuring?
  • What are the most common ethics violations for lawyers?
  • How can my law firm avoid bad debt?
  • As a lawyer, what can I do if my client won't pay their bills?
  • Should my firm use accrual or cash basis accounting?
  • How should I set my hourly rate as a lawyer?
  • When should I use a virtual paralegal?
  • How can my law firm provide extra client value?
  • How do I determine my law firm's profitability?
  • How do I get a paperless law office?
  • How do I run a conflicts of interest check?
  • How can I secure communications with my clients?
  • What steps do I need to take when hiring an employee?
  • What steps must you take to find employees?
  • Why should I create an employee handbook?
  • How do I develop a pay, benefit, and incentive package?
  • What does the trial balance tell us about the company’s finances that the balance sheet doesn’t?
  • How long does it take a check to clear the bank?
  • What steps can I take to protect my firm from embezzlement?
  • Why do employees embezzle from their employers?
  • What is the purpose of a balance sheet?
  • What goes into a law firm's disaster recovery plan?
  • Does my law firm need a disaster recovery plan?
  • Can I use a general accounting program like QuickBooks for timekeeping?
  • Can I use a general accounting program like QuickBooks to track reimbursable costs?
  • Can I email invoices to legal clients?
  • How do I draft a business plan for a law firm?
  • I want to open my own law practice, what are the first steps?
  • Can general accounting programs like QuickBooks send out bill batches?
  • What is a break-even analysis?

Case Management

  • What is the difference between Legal Practice Management & Legal Case Management?
  • What Features Should Legal Case Management Software Have?
  • What’s the Best Workflow Management Software for Law Firms?
  • How Can Lawyers and Paralegals Keep Each Other Up to Date on Cases?
  • Can I use a spreadsheet to manage my law firm cases?
  • How can our law firm track case tasks?
  • How can my law firm keep track of all our cases?
  • What are options for lawyers when courts aren't open for trial?
  • What are case management best practices for law firms?
  • The Five Pillars of Modern Legal Practice Management
  • How do I run a conflicts of interest check?
  • How can I secure communications with my clients?
  • How can I securely share files with people outside my firm?
  • Legal Matter Management Essentials for Modern Law Offices

Cloud Computing & Security

  • Legal Practice Management Software Integrations
  • Legal Tech Trends for 2022
  • How Can I Make Sure My Law Firm’s Data is Protected?
  • What Should a Law Firm Data Security Policy Contain?
  • How Can Our Law Firm Protect Data on Our Firm’s Phones and Laptops?
  • Should Law Firms Use a Password Manager?
  • Is it ethical or allowed for law firms to use cloud storage?
  • What should lawyers look for when choosing a cloud-based practice management program?
  • What data security best practices should law firms take when working remotely?
  • What options do lawyers have aside from in-person consultations?
  • What type of law practice management software is best for remote work?
  • What are the best practices for working remotely for law firms?
  • Are lawyers allowed to use cloud computing?
  • The Lawyer’s Guide to Creating a Paperless Law Office
  • Law Firm Security In The Cloud
  • What to Know When Migrating from Yesterday’s Legal Software
  • How often should my firm be backing up its data?
  • If our law firm is moving to the cloud, is all of the data transferred?
  • How can our firm utilize user-level access rights to protect data?
  • How can my law firm use integrations?
  • Where is our data stored with cloud-based programs?
  • What is hosted cloud?
  • What encryption do law firms need?
  • What is two-factor authentication (2FA)?
  • How do I become PCI Compliant?
  • What are the advantages to storing my law firm’s files in the cloud?
  • How can I export data from my online accounting program?
  • Should my law firm have its own server?
  • How can law firms protect data from a ransomware attack?
  • Do law firms have to worry about ransomware?
  • What security must my cloud storage have?
  • Do I need my client's permission to store their files in the cloud?
  • Demystifying Modern Practice Management

Trust & Retainer Accounting

  • What Should Lawyers Know About Evergreen Retainers?
  • How Can Lawyers Avoid Unintentionally Misappropriating Client Funds?
  • 4 Common Trust Accounting Errors and How to Avoid Them
  • What Do Lawyers Need to Know about Accounting and Client Funds?
  • What Every Lawyer Should Know about Disbursing Funds
  • What Every Lawyer Should Know About Operating and Trust Accounts
  • Should I Deposit a Retainer into an Operating Account or a Trust Account?
  • How to Keep Your Three-Way Reconciliation Accurate and Efficient
  • Retainer Agreements v. Flat Fees: Which Is Right for Your Law Firm?
  • Trust Account Balance Sheets: Understanding Liability and Equity
  • What Lawyers Need to Know about Trust Accounts
  • How Should Lawyers Explain Trust Accounting to Clients?
  • What is the right process for taking money out of a trust account?
  • How can I close my retainer cases faster?
  • Who can be a signer on a trust account?
  • What Happens to the Interest in a Trust Account?
  • When can flat fees that haven’t been earned be taken out of a trust account?
  • How can we prevent fraud with our trust accounting?
  • What trust accounting records should my law firm be keeping?
  • What are the most common issues found during trust account audits?
  • What happens during an audit of trust accounts?
  • Should my law firm use retainers or just bill as work is done?
  • Should an IOLTA account have overdraft protection?
  • Who can and should be a signatory on a trust account?
  • What name should my law firm put on trust accounts?
  • For trust accounting records, what happens if my bank doesn't return deposit slips?
  • What is the difference between a flat fee agreement and a retainer?
  • When can a lawyer take money out of a retainer?
  • Who can have access to our law firm trust account?
  • When should our law firm create an individual trust account?
  • How can I do a three-way reconciliation?
  • How can my law firm prepare for a trust account audit?
  • What is considered a misappropriation of trust accounting funds?
  • How do you close a law firm trust account?
  • Mastering The Reconciliation Process With Accounting Software & Bank Data Feeds
  • Beyond The Basics: Advanced Trust Accounting Challenges for Law Firms
  • As a lawyer, what should I do if I make a trust accounting mistake?
  • Does a client trust account need to generate interest?
  • What are the benefits of having a retainer?
  • What are my state's IOLTA rules?
  • What do I do if a client overpays?
  • Do I need to keep original canceled checks for compliance purposes?
  • How do I handle interest on settlement funds?
  • How should I record trust deposits?
  • How to Avoid Client Ledger Overdrafts
  • What trust accounting reports should my firm be generating?
  • What types of funds should and shouldn't be in trust accounts?
  • How do I maintain trust account compliance?
  • When can I transfer earned fees from a trust account?
  • How do I set up a trust account?
  • What client trust funds can be used to pay an invoice?
  • What do I do with unclaimed trust accounting funds if I can’t locate my client?
  • Can I use a general accounting program like QuickBooks for Legal Trust Accounting?
  • What is a three-way reconciliation?
  • Why should I use a specialized legal accounting program?
  • Why do I need to do a three-way reconciliation of each trust account?
  • How is law firm accounting different from other types of business accounting?
  • What steps should I take when recording a client payment?
  • What do I do when a client fails to deposit a trust refund check?
  • After making a deposit to trust, how long do I have to wait before I disburse funds?
  • How do I avoid commingling trust funds with my business funds?
  • What is PCI compliance and why is it important?
  • Is a retainer the same thing as an advance fee deposit?
  • What is the difference between an operating retainer and a trust retainer?
  • Why are my client trust accounts showing as liabilities on the balance sheet?
  • Why would I want to use an Evergreen Retainer?
  • What is an evergreen retainer?
  • Maintaining Trust Compliance While Switching Banks

Checklists

  • Three Ways to Automate Email Marketing With Your CRM
  • Marketing Automation Checklist for Your Law Firm
  • Checklist for Legally Binding eSignatures
  • Your Law Firm’s Four-Point Website Checklist
  • 2022 Year-end Accounting Checklist for Law Firms
  • 2022 Year-end Financial Close Checklist for Canadian Law Firms
  • Data Migration Checklist for Law Offices
  • 2021 Year-end Accounting Checklist for Law Firms
  • Checklist: How to Migrate to a New Practice Management Software
  • Mid-Year Accounting Checklist for Canadian Law Firms
  • Mid-Year Accounting Checklist for USA Law Firms
  • Download: Year-End Accounting Checklist for Law Firms

Infographics

  • Understanding Convenience Fees & Surcharging
  • 7 Reasons Why CosmoLex is the Best Alternative to QuickBooks for Your Law Firm
  • Your Guide to Going Paperless with Secure File-Sharing
  • Back to Basics: Legal Accounting vs. General Accounting
  • Client Intake with CosmoLex Websites
  • 7 Reasons to Use eSignature in Your Law Firm
  • The Hidden Costs of Using QuickBooks for Law Firms
  • 12 Ways to Save Time on Your Billing Process
  • 5 Tips for Getting Your Clients to Pay
  • Infographic: Six Essential Features in Your Legal CRM (and How to Use Them)
  • Top 10 Things Law Firms Can Take Away From 2021
  • 5 Tips to Help Lawyers Secure New Clients
  • The Best Security Questions to Ask Your Cloud Vendors
  • 5 Keys to Efficient Law Firm Billing
  • 5 Questions Law Firms Should Ask Credit Card Merchant Service Providers
  • 10 Tips for Providing a Better Client Experience
  • 10 Steps to Boost Your Law Firm’s Billing Returns
  • Top 5 Billing & Accounting Challenges Faced by Law Firms
  • Breaking Bad Habits in 2021
  • Infographic: 10 Tips to Increase Your Law Firm's Productivity
  • Infographic: Top 5 Billing Practices Used By Profitable Law Firms
  • Infographic: Top 10 Law Firm Security Tips
  • Infographic: Top 10 Things Hurting Lawyers' Productivity
  • Infographic: 10 Tips to Declutter Your Law Office
  • Infographic: Top 10 Tips for Better legal Billing
  • Infographic: Top 10 Year-End Accounting Pitfalls Checklist

Guides

  • 14 Steps to Running a Compliant Law Firm
  • Your Complete Guide to Law Office Management
  • Essential Features Every Legal Website Needs to Have
  • Your Guide to Growing Your Law Practice with Marketing Automation
  • Integrated Payments VS Bank Provided Payment Processing: Which One Works for Your Business?
  • What to Know About Credit Card Surcharges for Growing Law Firms
  • 9 Tips to Boost Law Practice Success by Getting Back to Basics
  • How to Strengthen Your Law Firm’s Most Valuable Asset: Refining the Client Experience
  • What Every Lawyer Needs to Know About Accepting Credit Cards
  • Ultimate Guide to a Better Client Experience
  • 7 Vital Trust Accounting Reports for Law Offices
  • Trust Compliance Sample Reports
  • Top 10 Takeaways for Law Firms in 2020
  • Article: How to Migrate to a New Practice Management Software

Featured Articles

Popular Articles
  • Legal Accounting Webinar Series: Credit Card Accounting (36:32)
  • CosmoLex + Chrometa: Automatic Time Tracking to Increase Billable Hours (27:25)
  • 10 Do's and Don'ts of Legal Trust Accounting (37:01)
  • Find Your Practice Zen: Time & Stress Management for The Small Firm (45:06)
  • Understanding Productivity & Compensation Models for Law Firms
Newest Articles
  • Mentorship Programs Overview
  • Setting Career Goals
  • How to Request IT Support
  • Identifying Training Opportunities
  • Security Protocols for Safe Computing
Recently Updated Articles
  • What Does Legal Case Management Software Do?
  • What do "debit" and "credit" mean?
  • The Ultimate Guide to Avoiding Compliance Issues When Getting Paid
  • Can I email invoices to legal clients?
  • Can I use a general accounting program like QuickBooks for timekeeping?

Frequently Asked Questions

What are the steps to submit a purchase order?

Here's the process to submit a purchase order:

  1. Fill out the purchase order form.
  2. Obtain the necessary approvals from your manager or department head.
  3. Submit the approved purchase order to the procurement team.

Where can I find templates for customer presentations?

We have a library of customer presentation templates within the Sales & Marketing section of our knowledge base.

What is the process for requesting time off?
  1. Access our Time Off Request form.
  2. Fill out the form, including your desired dates and any relevant notes.
  3. Submit the form to your manager for approval.
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CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.
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CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

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