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Business Accounting

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?
Does my accounting program use double-entry bookkeeping?
How does double-entry bookkeeping work?
Can general accounting programs like QuickBooks allocate legal payments?
What steps can I take to protect my firm from embezzlement?
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?
When do you use a “debit” vs. a “credit”?
Can I transfer my data to a new accounting program?
Can I use a general account program like Quickbooks to bill legal clients?
Can a general accounting program like QuickBooks apply complex rate structures and non-traditional fee arrangements to invoices?
Can I use a general accounting program like QuickBooks to track reimbursable costs?
What is the difference between a hard cost and a soft cost for a law firm?
What is in my law firm's profit and loss statement?
How do I track clients with overdue balances?
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)

Case Management

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)

Cloud Computing & Security

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?
How can our firm utilize user-level access rights to protect data?
If our law firm is moving to the cloud, is all of the data transferred?
What is hosted cloud?
What is two-factor authentication (2FA)?
How can my law firm use integrations?
Where is our data stored with cloud-based programs?
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)

Legal Billing

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 can I make sure my law firm gets paid?
What charges should and should not be passed on to clients?
How should our firm pay credit card merchant fees?
Is a contingent fee tracked as Accounts Receivable?
Is a flat fee tracked as Accounts Receivable?
What information should I include in my invoice?
How should my law firm be tracking time?
Can general accounting programs like QuickBooks allocate legal payments?
Can legal clients pay by credit card?
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 a 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?
What is the difference between a hard cost and a soft cost for a law firm?
Do I need to track my time if I charge my legal clients a flat fee?
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)

Running a Law Office

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 are the most common ethics violations for lawyers?
As a lawyer, what can I do if my client won't pay their bills?
What KPIs should my law firm be measuring?
What is my law firm's tax liability?
How can my law firm avoid bad debt?
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 should I set my hourly rate as a lawyer?
Should my firm use accrual or cash basis accounting?
How do I develop a pay, benefit, and incentive package?
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 run a conflicts of interest check?
How can I secure communications with my clients?
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?
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?
What steps can I take to protect my firm from embezzlement?
Can I use a general accounting program like QuickBooks to track reimbursable costs?
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?
Can I email invoices to legal clients?
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)

Trust & Retainer Accounting

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 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 are my state's IOLTA rules?
What are the benefits of having a retainer?
Does a client trust account need to generate interest?
How to Avoid Client Ledger Overdrafts
What do I do if a client overpays?
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?
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?
How is law firm accounting different from other types of business accounting?
What steps should I take when recording a client payment?
Why are my client trust accounts showing as liabilities on the balance sheet?
Is a retainer the same thing as an advance fee deposit?
Why would I want to use an Evergreen Retainer?
What is the difference between an operating retainer and a trust 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)
Maintaining Trust Compliance While Switching Banks
Three-way Reconciliation: The #1 Report to Solve Trust Audit Worries (35:05)
Handle With Care: Managing Client Trust Accounts (44:44)
10 Do's and Don'ts of Legal Trust Accounting (37:01)

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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