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Navigating Success: Key Insights from the Clio Trend Report for Mid-Sized Law Firms

In the rapidly evolving world of law firms, staying ahead of the curve is crucial to achieving success. Mid-sized law firms, in particular, face unique challenges in navigating the ever-changing...

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Choosing the Right Legal Tech Software

If you're looking for legal technology software to help your law firm, this blog post is for you! We will review the two legal tech software programs we use and help you make the best decision for...

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The Challenges of Trust Accounting for Lawyers

 

Many lawyers have found that trust accounting is one of the most challenging areas of their practice. Often, trust accounting can be seen as complex for several reasons. Managing your trust...

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Clio Reports

 

 

As I finalize my month on Clio, the legal tech software, the month has certainly flown by.  I've received some great responses and questions on the topic. Since this is...

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Clio and Bank Feed Matching

 

With training our new staff, we find a lot of times, there’s some confusion around the transactions in Clio that are pushed into QuickBooks and then matched at the bank level.

See the...

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Law Firm Tech: Clio

As many of you know, I am somewhat known as "the LeanLaw girl,"--a title I wear with pride. And rightfully so. It is my favorite software for the legal industry. However, at our firm, we have...

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Law Firm Practice Area - Personal Injury Law Firms

 

Next up is a personal injury firm. Many personal injury attorneys I've spoken to have said, "My practice area is straightforward, and I don't need any external software because the trust...

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The BEST Workflow When Working with Attorneys as an Accountant

 

If you have been following my blog, you know I am passionate about my work with attorneys as a specialist in the legal industry. I love the app stack I use, which makes me not have to do...

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Data Migration for Law Firms

 

 Some data migrations are more complex than others and it’s also probably safe to say that a law firm migration will usually lean towards being at least moderately hefty, (if not...

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