Blog

Not connecting Clio to QuickBooks is one of the mystifying trends we find when working with a new client using Clio or when working with a bookkeeper or an accountant in our Accountants Law Lab gro...

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 two opti...

Law firm practice areas are this month's topics, and this is the final article in our series on the nuances in the practice areas as it applies to servicing this type of client and doing their book...

 The next practice area that we are going to discuss is estate planning. This area of law tends to be a practice area with very long and lengthy trust matters. What does that mean for bookkeepers a...

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 tracking h...

There’s a lot I can say about immigration firms and accounting. Let’s start with the transaction volume. Like family law, there are many transactions for many exact and similar amounts. Handling ac...

When working with clients who have the practice area of family law, several areas stand out that can be challenging. First of all, with this practice area, you will have a good volume of transactio...

 The cost of running your firm is an important metric to track when you are starting a law practice. Knowing your cost of operations will allow you to decide where to focus your efforts and what you n...

Next up on our KPI or key performance indicators journey, we shift to tracking staff production. Our firm works with mid-market firms, and once you start to have more than five attorneys on staff, ...