The Do’s and Don’ts of Trust Account Management

The Do’s and Don’ts of Trust Account Management

In the world of legal services, trust accounting is a complex and frequently misunderstood practice that can be tricky to navigate successfully. Fail to adhere to the rules and requirements, and you could damage client relationships, incur fines and penalties, or even face disbarment.   On the other hand, cumbersome processes can also create inefficient, productivity-draining workflows.  The struggle can be … Read More

Five Reasons Why a Financial Forecast is Critical to Your Law Firm’s Success

Five Reasons Why a Financial Forecast is Critical to Your Law Firm’s Success

In the dynamic world of legal practice, most principals, owners, and managing partners know that financial forecasting is an indispensable tool for law firms aiming to achieve stability and long-term success.   By leveraging historical data and market trends, financial forecasts empower law firms to make informed decisions, set realistic goals, and ensure efficient financial management.   Let’s explore the benefits of … Read More

Convenience and Security for All: Keeping Law Firm Client Payment Methods on File

Convenience and Security for All Keeping Law Firm Client Payment Methods on File

Running a successful law firm is a delicate balancing act. Like an acrobat holding multiple spinning plates aloft, you must balance your legal work with various business tasks, including managing client payments, legal accounting, and trust funds.   Adopting best practices for these tasks allows you to maintain regulatory compliance and enhance client satisfaction. It can also improve your firm’s overall … Read More

Six Accounting Practices of Highly Successful Attorneys

Six Accounting Practices of Highly Successful Attorneys

You probably didn’t take any accounting classes in law school, but if you’re running a solo or small law firm, you’ll get plenty of practice crunching numbers and dealing with the ins and outs of accounting processes.   Effective accounting is an essential operational task in a law firm. With reliable processes in place, you can increase your profitability and client … Read More

Why Law Firms with Payment Options on Their Websites Have Higher Liquidity

Why Law Firms with Payment Options on Their Websites Have Higher Liquidity

We don’t want to ruffle any feathers, but we have to say it: there’s more to operating a successful law firm than practicing law. Sure, it’s a pretty big prerequisite, but at the end of the day, a law firm is also a business.   And as businesses, law firms do need to consider things like online reviews, payment processing, utility … Read More

How to Ensure Your Accounting Data is Kept Safe from Cyber Threats

How to Ensure Your Accounting Data is Kept Safe from Cyber Threats

Last year, cyber attacks cost companies over $6 billion. By 2025, that number is expected to climb to $10.5 billion. Considering that someone falls prey to a new cyber attack every 39 seconds, it’s essential for firms to implement robust security measures to protect sensitive financial data and client information.  A data breach can result in a tarnished reputation, loss … Read More

How Secure File-Sharing and eSignatures Can Streamline the Legal Process

How Secure File-Sharing and eSignatures Can Streamline the Legal Process

It’s no secret that legal professionals are some of the busiest people around. Even the non-billable operational tasks of running a law firm—from managing client intake to billing and invoicing—can leave attorneys to feel stretched thin.  If you’ve been on the hunt for ways to increase your efficiency and streamline tasks at your law firm, you’re not alone. There are … Read More

Back to Basics: Legal Accounting vs. General Accounting

Back to Basics: Legal Accounting vs. General Accounting

When it comes to keeping accurate records of your law firm’s accounts, it’s essential to make sure you’re using tools for the job that give you a clear picture of your firm’s performance and meet your legal, regulatory, and ethical requirements.  Many firms, however, use outdated accounting methods or an assortment of industry-agnostic tools that don’t account for the unique … Read More

Six Common Legal Accounting Mistakes to Avoid

Six Common Legal Accounting Mistakes to Avoid

Managing a successful law practice is no easy task, and the financial aspect is as complicated as it is important to your firm’s overall health.   In an industry where precision and accuracy are paramount, proper accounting is crucial to safeguarding your client’s interests and keeping your practice afloat.   By better understanding common legal accounting mistakes, you’ll be better equipped … Read More

Avoid These Common Billing and Collection Inefficiencies (and Increase Your Cash Flow)

Avoid These Common Billing and Collection Inefficiencies (and Increase Your Cash Flow)

Money makes the world go ‘round—and that includes law firms. And that’s why billing and collection processes are a critical aspect of running a law firm of any size. Yet many small law firms and solo practices struggle with billing and payments because they operate with fewer resources than their larger counterparts.   The result? Inefficient workflows and cash flow problems.   … Read More