How to Prevent Losing Potential Clients (Hint: It’s Marketing Automation)

How to Prevent Losing Potential Clients (Hint: It’s Marketing Automation)

Most law firms know that marketing is a critical component of success, but keeping clients moving through the sales funnel can be challenging for busy attorneys who are already stretched thin with billable work.  Using marketing automation with a client relationship management (CRM) software is an excellent strategy for keeping prospective clients from slipping through the cracks or turning to … Read More

QuickBooks vs. CosmoLex: Keeping Eyes on Your Business Health with Advanced Reporting

QuickBooks vs. CosmoLex: Keeping Eyes on Your Business Health with Advanced Reporting

Reporting is an integral part of maintaining any business’s financial health. Running financial reports helps businesses determine whether they’re pricing goods and services accurately and gives them insights into which future business decisions could be most profitable. Detailed reports are often required for businesses to prepare for an audit or when taxes are due. And for law firms, producing specific … Read More