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Legal Practice Management Resource Center

Articles & Guides

10 Ways to Raise The Bar in Practice Management
How Bullet Proof Conflict Checking Protects Your Practice
The Five Pillars of Law Firm Management
Legal Matter Management
Legal Matter Management Essentials for Modern Law Offices

Video & Webinars

Preparing for 2019: Utilizing CosmoLex to Reach Your Goals (32:38)
Top 7 Reasons PCLaw Users Are Moving to CosmoLex (57:46)
3 Common Pitfalls of Legal Matter Management (42:24)
Practice Management Your Way With CosmoLex (39:34)
The Modern Law Office: Why Less is More (53:47)
Can Your Law Firm Last Using Generic Software? (49:37)
A 360-Degree View of Your Practice with CosmoLex
Experience a True All-In-One Solution for Your Practice
Playing By The Rules: Choosing Time, Billing & Practice Management Software
The Four Pillars of Legal Practice Management Webinar
CosmoLex Practice Management
Legal Practice Management Pitfalls
Replacing Your Matter Circus with Matter Circles
A Winners Guide to Practice Management
Top 8 Pitfalls of Law Firm Management
Office 365 Productivity Gains for Small Law Firms (31:24)

Legal Billing & Payments Resource Center

Articles & Guides

5 Billing Challenges Faced By Modern Family Law Practices
A Buyer’s Guide To Legal Time & Billing Software
A Few Seconds Of Your Time Protects Your Practice From Check Fraud
Challenges of Credit Card Acceptance For Law Firms
The Case For Using Specialized Legal Billing Software In Your Practice
Top 10 Legal Billing Pitfalls
for Modern Law Practices

Video & Webinars

The Winning Argument: Modern Legal Billing (32:24)
Avoiding Legal Compliance Issues When Getting Paid (48:45)
Bill More Effectively with CosmoLex (46:46)
Navigating Your Accounts Payable: Bills & Beyond (36:51)
Automatic Time Tracking to Increase Billable Hours (27:25)
CosmoLex Billing
Billing Basics
Challenges of Accepting Credit Cards at Law Firms
Simplify Credit Card Processing at Your Practice
Preventing Billing Leakage with CosmoLex
Avoiding Common Legal Billing Pitfalls
Legal Billing Shoot Out

Business Accounting Resource Center

Articles & Guides

2017 Year-End Accounting Checklist for Law Firms
Accounting is Hard, Legal Accounting is Harder
Accounts Payable: What Law Firms Need to Know
Five Pitfalls of Legal Accounting
Legal-Specific Chart of Accounts
Tracking Direct & Indirect Costs
Understanding Productivity & Compensation Models for Law Firms
The Critical Challenges of Using QuickBooks Online for Law Firms
Year-End-Accounting-Checklist-for-Law-Firms
Year-End Accounting Checklist for Law Firms

Video & Webinars

5 Ways to Control Compliance & Profits with CosmoLex (37:08)
The 2018 Year-End Legal Accounting Checklist (37:36)
The Winning Argument: Legal-Specific Business Accounting (35:29)
Legal Accounting Webinar Series: Credit Cards (39:55)
Law Firms Need a Daily Bank Reconciliation. Really. (39:05)
Understanding Productivity & Compensation Models (49:19)
Finding a QuickBooks Alternative for Your Law Firm (52:27)
5 Legal Accounting Resolutions for the New Year (45:05)
2017 Year-End Accounting Checklist for Law Firms (54:03)
Compliance Challenges of Legal-Specific Accounting (46:08)
10 Tips for Financial Security
2017 LAWS Session 3: Legal Business Accounting
Legal Accounting Shoot-Out
Combating Duplicate Data Entry with CosmoLex
Simplify Your Legal Accounting with CosmoLex
Navigating Your Accounts Payable: Bills & Beyond
Tackling Client Costs: QuickBooks v. CosmoLex
Start Your 2017 Accounting Off Right: Migrate Your Data Correctly
2016 Year-End Accounting Checklist & Tips
Top 10 Tips to Increase Your Financial Security
Setting Practice Priorities: Using CosmoLex to track Financials & More
10 Top QBO Challenges for Lawyers
Seven Cornerstones of Law Firm Cash Flow
6 1/2 Legal Accounting Resolutions for the New Year
What Every Lawyer Using QuickBooks Should Know
Law Firm Survival Skills: Business Accounting Basics
CosmoLex Accounting
Law Firm Compensation Models
The Right Way to Do Your Law Firm Accounting
Year-End Law Office Accounting Checklist & Tips for 2016
QuickBooks Essentials for Lawyers
3 Big Problems of Separate Legal Billing & Accounting Systems
Law Firm Survival Skills – Business Accounting Basics
Top 10 Challenges of QuickBooks for Lawyers
Simple Legal Accounting In CosmoLex

Trust Accounting (IOLTA) Resource Center

Articles & Guides

How Law Firms Should Manage Client Retainers
Mastering The Reconciliation Process With Accounting Software & Bank Data Feeds
CFPB – ALTA Real Estate Settlement – Escrow Accounting Compliance
Trust Account Bookkeeping Basics for Law Firms
Trust Fund Accounting Do’s and Don’ts
Why Integrated Trust Accounting Is Essential to Law Firm Billing Software
Why You Should Care About Three-Way Reconciliation Reports
Transfer Trust Account Compliance
Maintaining Trust Accounting Compliance While Switching Banks
Client Retainer Management
The Basics of Client Retainer Management for Lawyers
Advanced-Trust-Accounting-Challenges-for-Law-Firms(379x125)
Beyond The Basics: Advanced Trust Accounting Challenges for Law Firms

Videos & Webinars

The Winning Argument: Legal-Specific Trust Accounting (37:56)
Advanced Trust Accounting Concepts for Law Firms (45:44)
#1 Audit Report: Three-Way Reconciliation (35:05)
The 7 Vital Reports for Trust Accounting (34:56)
Why Trust Accounting is More than JUST Accounting (43:44)
3 Ways Client Retainers are Failing You
7 Reasons to Run a QuickBooks-Free Law Firm (47:46)
Legal Accounting Webinar Series: Trust Accounting (52:54)
Trust Accounting: Stop Putting Your Firm at Risk (43:34)
Handle with Care: Managing Client Trust Accounts (44:44)
Do’s & Don’ts of Handling Client Funds (45:16)
Top 5 Trust Accounting Pitfalls
Essential Rules for Attorney Trust Accounting
Three-Way Reconciliation Report
Law Firm Survival Skills: Trust Accounting Basics
CosmoLex Trust Accounting
2017 LAWS Session 1: Trust Accounting
Trust Accounting Demystified
Compliance and Automation for Real Estate Law Practices
How to Survive a Trust Audit
Managing Your Trust Accounting with CosmoLex
The Battle for Trust Account Compliance
Three Ways Client Retainers Are Failing You
Trust & Business Accounting Survival Guide
Three Ways Client Retainers Are Failing You

Law Office Management Resource Center

Articles & Guides

7 Habits Of Successful Law Firms

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The Nine Best Law Office Productivity Multipliers
Case Study: Cutting Administrative Time 75% at RKF Law Offices
Preventing Client Disputes
20 Point LPM Checkup
Law Practice Management Checkup

Video & Webinars

Five Ways to Avoid Client Disputes (46:49)
Building Your Automated Law Office (49:53)
How to Run a More Competitive Law Firm (33:45)
10 Tips for Financial Security (36:07)
Find Your Practice Zen: Time & Stress Management for The Small Firm (45:06)
Playing by the Rules: Choosing Time, Billing, & Practice Management Software (32:27)
Top Productivity Challenges for Small Law Firms (32:58)
Phishing: A Big Challenge for Law Firms (28:44)
Productivity Multipliers for Your Legal Practice
Top Productivity Challenges For Small Law Firms
Cyber Security Practices for Small Law Firms
How Small Law Firms Maintain A Competitive Edge
How To Be A More Competitive Law Firm in 2017
Key Sources of Client Disputes & Prevention Measures
The Modern Law Office: Why Less is More
Key Sources of Client Disputes & Prevention Measures

Cloud Computing Resource Center

Articles & Guides

Cloud Computing Benefits & Challenges For The Legal Profession
How to Make Legal Technology Work For (Not Against!) You
Law Firm Security In The Cloud
Should Attorneys Practice From The Cloud?
Three Cloud-Based Tools Every Law Practice Needs

Video & Webinars

3 Critical Mistakes Lawyers Make When Upgrading LPM Software (31:28)
Making the Move to Modern Practice Management Software (32:58)
Moving Your Practice to the Cloud (49:50)
Staying Competitive: Why the Cloud Matters (34:03)
Cyber Security Practices for Small Law Firms (36:29)
What to Know Before Moving Your Practice to the Cloud
Why Cloud Technology Matters for Lawyers
CosmoLex: Not All Cloud Systems Are Created Equal
Leveraging the Cloud for Lawyers
Building Your Automated Law Office