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- 10 Take Aways from 2022
- How to Get the Most Out of Your CosmoLex in 2023
- 2022 Year-end Accounting Checklist for Law Firms
- 2022 Year-end Financial Close Checklist for Canadian Law Firms
- The Top 5 Ways to Maintain Accounting Compliance in Your Law Office (24:38)
- 2022 Mid-Year Accounting Checklist for Canadian Law Firms (35:41)
- 2022 Mid-Year Accounting Checklist for Law Firms (41:28)
- Complete Law Office Accounting in CosmoLex (29:32)
- The Law Firm’s Guide to Increased Profits in 2022 (26:04)
- 2021 Year-end Accounting Checklist for Law Firms
- Why Is the Difference between Hard Costs and Soft Costs Important?
- 2021 Year-end Accounting Essentials for Law Firms (11:54)
- What Are the Three Bank Accounts Every Law Firm Should Have?
- 2021 Mid-Year Accounting Checklist for Law Offices [USA] (50:03)
- What Every Lawyer Needs to Know About Accepting Credit Cards (27:44)
- 5 Questions Law Firms Should Ask Credit Card Merchant Service Providers
- 5 Key Benefits of Streamlining Your Billing & Accounting Workflow (29:41)
- 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?
- ABCs of Law Firm Financials (10:31)
- What financial red flags should law firms look out for?
- How can our law firm fix our cash flow?
- 2020 Year-end Accounting Checklist for Canadian Law Firms
- How can my law firm pay less in taxes?
- What financial KPIs should my law firm be tracking and evaluating?
- 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)
- 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?
- Mid-Year Accounting Checklist for Canadian Law Firms
- Mid-Year Accounting Checklist for USA Law Firms
- CARES Act, PPP-SBA Loans, and Recovering after COVID-19
- How should law firms approach clients about past due accounts?
- When should our law firm's client accounts be sent to a collections agency?
- How to Improve Your Law Firm’s Financial Security Today
- The Simple Guide to Improving Your Law Firm's Financial Security
- Using Modern Tools to Increase Your Legal Accounting Productivity (27:59)
- The Top 5 Accounting Challenges Facing Modern Law Firms (31:44)
- 5 Ways Using Separate Billing and Accounting Software is Wasting Your Time (39:42)
- What tax deductions can my law firm claim?
- 5 Ways to Run a Compliant Law Firm
- Top 5 Reasons to Find a QuickBooks® Alternative for Your Law Firm (37:25)
- What is the statement of cash flows for law firms?
- Are settlement funds taxed?
- What year-end financial reports should my law firm have?
- How do invoice payments need to be allocated?
- Is recovering advanced client costs taxable?
- How should our firm record matter costs?
- How do I read my law firm's balance sheet?
- What Should Be Included in a Settlement Statement?
- Can general accounting programs like QuickBooks generate required legal reports?
- What steps are involved in administering payroll?
- What is a cash-flow analysis?
- Can general accounting tools be used for law firms?
- Why are accounts receivables considered an asset?
- How is law firm accounting different from other types of business accounting?
- Why should I use a specialized legal accounting program?
- Can general accounting programs like QuickBooks allocate legal payments?
- Does my accounting program use double-entry bookkeeping?
- How does double-entry bookkeeping work?
- What steps can I take to protect my firm from embezzlement?
- Can I transfer my data to a new accounting program?
- What is a chart of accounts?
- What do "debit" and "credit" mean?
- What is a journal entry and when do I need to use one?
- Can I use a general account program like Quickbooks to bill legal clients?
- Can I use a general accounting program like QuickBooks to track reimbursable costs?
- When do you use a “debit” vs. a “credit”?
- Can general accounting program like QuickBooks apply complex rate structures and non-traditional fee arrangements to invoices?
- What is the difference between a hard cost and a soft cost for a law firm?
- How do I track clients with overdue balances?
- What is in my law firm's profit and loss statement?
- What is a profit and loss statement?
- What is the general ledger?
- What is the difference between cash-based and accrual-based accounting?
- Infographic: Top 10 Year-End Accounting Pitfalls Checklist
- Redefining Modern Practice Management: Legal Accounting (32:53)
- The Year-end Accounting Pitfalls Checklist (6:33)
- ABCs of Law Firm Financials: Accounting, Billing, and keeping it all Compliant (10:31)
- eBook: The Five Obstacles of Legal Accounting
- Top 10 Profitability Metrics for Law Firms (8:21)
- Ask an Expert: Basics of Billing & Accounting Compliance (46:04)
- The Top 3 Business Accounting Challenges for Law Firms (15:43)
- Legal Accounting Face-off: QuickBooks & CosmoLex (54:56)
- How to Run a Profitable Law Firm
- The Critical Challenges of Using QBO for Law Firms
- Accounts Payable: What Law Firms Need to Know
- Navigating Your Accounts Payable: Bills & Beyond (36:51)
- Understanding Productivity & Compensation Models for Law Firms
- Legal Accounting Webinar Series: Credit Card Accounting (36:32)
- Back to Basics: Legal Practice Management (46:54)
- What is the difference between Legal Practice Management & Legal Case Management?
- How Can Law Offices Efficiently Check for Conflicts of Interest?
- 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?
- 5 Ways CosmoLex Can Help Organize Your Practice (33:23)
- 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
- It’s Not Too Late to Migrate: Choosing New Legal Software in 2020 (29:00)
- 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?
- Document Management vs Practice Management (43:09)
- 3 Steps to Modernize Your Practice Management Solution (39:49)
- Harnessing the Power of Fully-integrated Practice Management Software (32:05)
- Top 7 Reasons PCLaw Users Are Moving to CosmoLex (57:45)
- Legal Matter Management Essentials for Modern Law Offices
- 3 Common Pitfalls of Legal Matter Management (42:21)
- Can Your Law Firm Last Using Generic Software? (49:37)
- Data Migration with CosmoLex
- Keeping Your Law Firm Safe in the Cloud (40:06)
- Evaluating Your Law Firm's Tech Stack for Efficiency (33:27)
- Legal Practice Management Software Integrations
- Legal Tech Trends for 2022
- Data Migration Checklist for Law Offices
- It's Not Too Late to Migrate: Transitioning to New Legal Software in 2022 (25:47)
- How Can I Make Sure My Law Firm’s Data is Protected?
- What Should a Law Firm Data Security Policy Contain?
- Keeping Your Law Firm Safe in the Cloud (31:46)
- The Best Security Questions to Ask Your Cloud Vendors
- Running a Modern Law Practice with CosmoLex (28:13)
- How Can Our Law Firm Protect Data on Our Firm’s Phones and Laptops?
- Should Law Firms Use a Password Manager?
- 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)
- Is it ethical or allowed for law firms to use cloud storage?
- Top Tech Must-haves for Lawyers in 2021 (45:32)
- Article: How to Migrate to a New Practice Management Software
- Checklist: How to Migrate to a New Practice Management Software
- 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)
- Infographic: Top 10 Law Firm Security Tips
- 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?
- eBook: Using Modern Tools to Increase Your Productivity
- 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
- eBook: Getting to Know Cloud Practice Management
- 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?
- What is two-factor authentication (2FA)?
- 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 are the advantages to storing my law firm’s files in the cloud?
- How do I become PCI Compliant?
- How can I export data from my online accounting program?
- Do I need my client's permission to store their files in the cloud?
- Should my law firm have its own server?
- What security must my cloud storage have?
- Do law firms have to worry about ransomware?
- How can law firms protect data from a ransomware attack?
- 3 Critical Mistakes to Avoid when Moving to the Cloud (34:28)
- 10 Tips in 10 Minutes: Utilizing the Cloud in Your Law Practice (11:38)
- Demystifying Modern Practice Management
- Ask An Expert: Data Security Basics for Law Firms (45:57)
- How Lawyers Can Plan for Success in 2023
- How Family Lawyers Can Easily Add Estate Planning to Their Practice
- How To Automate Your Marketing To Grow Your Legal Practice
- Learn How Legal-Specific CRM Can Make an Impact (42:05)
- Infographic: Six Essential Features in Your Legal CRM (and How to Use Them)
- How to Leverage CosmoLex to Get Paid Faster (41:02)
- Back to Basics: Legal Invoicing & Getting Paid (27:05)
- Updating Your Law Practice: How to Effectively Migrate to New Practice Management Software (26:04)
- Integrated Payments VS Bank Provided Payment Processing: Which One Works for Your Business?
- The 3 Secrets of Electronic Payments for Law Firms (28:23)
- What to Know About Credit Card Surcharges for Growing Law Firms
- How to Modernize Your Law Firm's Billing with CosmoLex (34:14)
- Top 5 Accounting Challenges for Law Offices (29:39)
- Law Firms Level Up: Electronic Payments (29:01)
- A Simplified Guide to Electronic Payments for Lawyers
- Legal Billing: Your Basic Guide and Best Practices
- How do Lawyers Stay on Top of Hard Costs and Soft Costs in Legal Client Billing?
- Legal Billing Increments and Client Invoice Solutions
- What Law Firms Should Know about Billing for Paralegal Work
- How Can My Law Firm Automate Legal Billing?
- 5 Keys to Efficient Law Firm Billing
- What Should a Law Firm Invoice Include?
- What Every Lawyer Needs to Know About Accepting Credit Cards (27:44)
- How CosmoLex Can Improve Your Legal Billing (29:09)
- 10 Steps to Boost Your Law Firm’s Billing Returns
- 5 Proven Billing Tactics to Get Paid Faster (14:40)
- How can our law firm automate our collections?
- Top 5 Billing & Accounting Challenges Faced by Law Firms
- 5 Key Benefits of Streamlining Your Billing & Accounting Workflow (29:41)
- How can we get our clients to pay our law firm?
- Should my law firm ever discount our services?
- How can our law firm implement a payment plan for clients?
- How should our law firm set our rates?
- What Should Our Law Firm Billing Policy Look Like?
- How Can Our Law Firm Improve Our Billing Productivity?
- 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?
- Law Firm Billing Strategies to Make More Money
- Legal Billing and Accounting: 5 Ways Your Firm Could Fail (22:16)
- Can my law firm charge our clients for credit card processing fees?
- 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)
- Infographic: Top 5 Billing Practices Used By Profitable Law Firms
- How can our law firm start accepting credit cards?
- What legal billing increment should our law firm use?
- Using Modern Tools to Increase Your Billing Productivity (30:36)
- Should my law firm outsource our legal billing?
- Infographic: Top 10 Tips for Better legal Billing
- 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)
- Can my law firm pass on charges for payment fees to my client?
- How should our firm pay credit card merchant fees?
- How can I make sure my law firm gets paid?
- 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?
- Can legal clients pay by credit card?
- Can general accounting programs like QuickBooks allocate legal payments?
- What is PCI compliance and why is it important?
- 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 general accounting program like QuickBooks apply complex rate structures and non-traditional fee arrangements to invoices?
- Do I need to track my time for a contingent fee case?
- Do I need to track my time if I charge my legal clients a flat fee?
- What is the difference between a hard cost and a soft cost for a law firm?
- Can I email invoices to legal clients?
- How do I track clients with overdue balances?
- What are effective collection methods for law firms?
- 3 Ways to Get Paid What You're Owed: Leveraging Electronic Payments at Your Law Firm (48:55)
- ABCs of Law Firm Financials: Accounting, Billing, and keeping it all Compliant (10:31)
- 5 Billing Practices Used by Profitable Law Firms (34:40)
- Ask an Expert: Basics of Billing & Accounting Compliance (46:04)
- Ask an Expert: Better Billing & Faster Payments for Law Firms (54:00)
- Procuring Profitability in Your Law Firm (24:17)
- Avoiding Compliance Issues When Getting Paid
- Avoiding Legal Compliance Issues When Getting Paid (48:45)
- CosmoLex + Chrometa: Automatic Time Tracking to Increase Billable Hours (27:25)
- Run A Better Law Firm with CosmoLexPay
- 5 Ways to Improve Your Law Firms Bookkeeping and Accounting
- 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?
- Boost Your Productivity and Client Experience with CosmoLexPay & More (39:40)
- What Does Legal Case Management Software Do?
- How Can I Improve My Billing Process?
- Running an Efficient Law Office with CosmoLex (31:11)
- 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
- eBook: 3 Steps To Better Law Firm Marketing
- Legal Chatbots: Increasing Client Satisfaction While Driving Firm Profitability
- How to Simplify Your Law Firm's Financials with Modern Technology (31:06)
- 3 Tips to Turbocharge Your Law Firm Marketing (39:09)
- The Top New Year’s Resolutions for Law Offices in 2022 (29:14)
- How Should Law Firms Plan for the Year Ahead?
- Top 10 Things Law Firms Can Take Away From 2021
- Outsourcing for Lawyers: Ethics and Considerations
- What Makes a Good Lawyer?
- 9 Tips to Boost Law Practice Success by Getting Back to Basics
- 5 Tips to Help Lawyers Secure New Clients
- How to Strengthen Your Law Firm’s Most Valuable Asset: Refining the Client Experience
- How Can You Measure Law Firm Productivity?
- Ask an Expert: Managing a Post-Pandemic Law Office (49:13)
- Can My Law Firm Automate Fee Agreements?
- Which Processes Should My Law Firm Automate?
- How Can Law Firms Increase Client Retention?
- What Every Lawyer Needs to Know About Accepting Credit Cards
- 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?
- Ultimate Guide to a Better Client Experience
- 10 Tips for Providing a Better Client Experience
- 5 Tips for Providing a Better Client Experience (12:00)
- 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?
- How can our law firm automate our collections?
- What AI tools can solo and small law firms use?
- Top Tech Must-haves for Lawyers in 2021
- Breaking Bad Habits in 2021
- 7 New Year’s Resolutions for Law Practices in 2021 (9:21)
- Breaking Bad Habits for a Better Law Office in 2020
- Top 10 Takeaways for Law Firms in 2020
- Top 10 Productivity Metrics Your Law Firm Should Track (12:00)
- 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?
- 30 Tools in 30 Minutes: Productivity Hacks for More Money, Time and Happiness (38:06)
- 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?
- Top 10 Tips to Streamline Your Year-end Process (10:04)
- 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?
- Advanced Practice Management Strategies for Increased Productivity (27:00)
- Infographic: 10 Tips to Increase Your Law Firm's Productivity
- Top 10 Productivity Metrics Your Law Firm Should Track
- 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?
- Adjusting to the New Normal: 5 Things COVID-19 Has Taught Us About Running an Efficient Law Office
- 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 much should our law firm bill for paralegal work?
- How can our law firm limit the potential for COVID-19 related lawsuits and claims?
- What will law firm operations look like post COVID?
- 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?
- Infographic: Top 10 Things Hurting Lawyers' Productivity
- Using Modern Tools to Increase Your Practice Management Productivity (28:06)
- 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?
- Infographic: 10 Tips to Declutter Your Law Office
- How to Simplify Your Law Firm's Financials, Technology, and Workflows: for Firms Not Leveraging Software (29:11)
- eBook: The Ultimate Guide to Decluttering Your Law Office
- 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
- 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?
- Preparing Your Law Practice: How to Operate Remotely (41:38)
- 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?
- Can my law firm pass on charges for payment fees to my client?
- eBook: The ABCs of Running an Efficient Law Office
- 5 Bad Habits Lawyers Must Break in 2020 (35:30)
- eBook: Eliminating Inefficiencies
- Top 7 New Year’s Resolutions for Law Firms (8:40)
- 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?
- 30 Tools in 30 Minutes: Productivity Hacks for More Money, Time, & Happiness (38:06)
- The 5 Tools You Should be Using to Communicate with Clients Today (39:10)
- Ask an Expert: Digital Marketing for Lawyers (50:13)
- Five Ways to Avoid Client Disputes (46:42)
- How to Run a More Competitive Law Firm in 2018 (33:45)
- Find Your Practice Zen: Time & Stress Management for The Small Firm (45:06)
- EOY Checklist (CA)
- EOY Checklist
- Back to Basics: Legal Trust Accounting (27:07)
- Trust Accounting in CosmoLex (31:42)
- The 7 Vital Trust Accounting Reports for Lawyers (28:40)
- 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?
- 7 Vital Trust Accounting Reports for Law Offices
- Top 5 Tips for Trust Accounting Success (9:26)
- Trust Compliance Sample Reports
- 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?
- Law Firm Financials: Managing Your Money & Trust Account Compliance (32:37)
- 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?
- How to Avoid Client Ledger Overdrafts
- How should I record trust deposits?
- How do I handle interest on settlement funds?
- Do I need to keep original canceled checks for compliance purposes?
- What do I do if a client overpays?
- What are my state's IOLTA rules?
- What are the benefits of having a retainer?
- Does a client trust account need to generate interest?
- 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?
- Can I use a general accounting program like QuickBooks for Legal Trust Accounting?
- What do I do with unclaimed trust accounting funds if I can’t locate my client?
- Why do I need to do a three-way reconciliation of each trust account?
- What steps should I take when recording a client payment?
- How is law firm accounting different from other types of business accounting?
- Why should I use a specialized legal accounting program?
- What is a three-way reconciliation?
- 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?
- Why are my client trust accounts showing as liabilities on the balance sheet?
- Is a retainer the same thing as an advance fee deposit?
- What is the difference between an operating retainer and a trust retainer?
- Why would I want to use an Evergreen Retainer?
- What is an evergreen retainer?
- Law Firm Financials: Managing Your Money & Trust Account Compliance (32:37)
- Keeping a Compliant Law Firm: Credit Cards and Beyond (42:39)
- The Top 3 Compliance Roadblocks for Lawyers Using QuickBooks® (55:25)
- 3 Steps to Automate Trust and Audit Compliance with CosmoLex (35:31)
- 7 Essential Trust Accounting Reports for Lawyers (31:02)
- The Winning Argument: Legal-specific Trust Accounting (37:56)
- Advanced Trust Accounting Concepts for Law Firms (45:44)
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