Software

How to Survive Your Trust Account Audit

How to Survive Your Trust Account Audit

Trust accounts are an integral part of many practices, and unfortunately they are also a common source of disciplinary trouble. Seamlessly incorporating your trust accounting into your day-to-day practice management routine is one of the best ways to protect yourself, your firm, and your clients. Yet many firms choose to maintain separate trust accounting systems – increasing complexity and risk ... Read More »

Workflow Automation: The Secret Ingredient to a Better Practice

Workflow Automation: The Secret Ingredient to a Better Practice

For legal professionals, the amount of repetitive, time-consuming tasks that must be completed each day are never-ending. Think of all the seemingly identical documents you continuously create. Now, imagine all the time you would gain back if you only had to create those documents once. Automation allows you to increase efficiency, reduce errors and delegate tasks with ease so that ... Read More »