Videos

Watch: Leveraging the SAFETY Act—Building an Effective Security Program

As enterprises face increasingly dynamic risks to their business—including attacks that can entail physical, technological, and especially operational impacts—a common question posed by many organizations is, “How do I know whether I have an effective security program in place?” In this video, you will discover the changing nature of enterprise security risks, SAFETY Act implications and how a proven risk ...

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Watch: Legal Project Management: How to Make it Actually Work

According to a recent Altman Weil report, 94% of legal professionals surveyed felt that improved practice efficiency would be a permanent trend moving forward. How are legal teams looking to create greater efficiencies? Well, a tremendous amount of traction in the legal community has begun to center around becoming more efficient via legal project management. Legal Project Management is simply ...

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Watch: A 6-Step Guide to Better Legal Bookkeeping

It seems like whenever you talk to a lawyer who works in a small law firm, they view their firm’s bookkeeping and accounting as a perennial headache. Although the process can be challenging, this doesn’t have to be the case. In this video, you’ll discover how a few simple steps and the implementation of some modern best-practices can be an ...

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Watch: Ethics and Social Media in Court

Like the rest of the population, lawyers can find themselves spending considerable amounts of time online and on social media platforms. Additionally, like all of us, they can make serious mistakes on these platforms, including malpractice, ethical breaches subject to discipline, breach of fiduciary duty, and monetary damages. In this video, attorney Claude Ducloux, director of education, ethics, and compliance ...

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Watch: 2017 Year-End Accounting Checklist & Tips

The end of the year can be a hectic time for many business owners. Sorting through the entire year’s financials, preparing the documents you’ll need to file your tax returns, there are a lot of accounting tasks that need to be completed before you can take some time off to enjoy the holidays with your family. While it’s important to ...

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Watch: Compliance Pitfalls: What You Don’t Know Can Hurt You

Incomplete information or misunderstandings of the current compliance requirements of HIPAA, Hitech and even PCI Compliant payment processing can negatively affect your firm. In Compliance Pitfalls: What You Don’t Know Can Hurt You, Tomas Suros of Abacus will teach you how to meet the challenges that arise in modern environments where remote access, remote workforces, BYOD requests, and electronic client ...

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Watch: 10 Do’s and Don’ts of Legal Trust Accounting

Handling client funds can be one of the most complex parts of running a law practice. The rules and regulations of handling client funds can become very difficult based on the specific type of account, your local jurisdiction, and other factors. As an attorney, you are the one responsible for the proper management of these funds. If you want to ...

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Watch: Better Trust Accounting

Each year, the State Bar of California’ Office of Chief Trial Counsel, the bar’s prosecution unit, receives over 2,000 reports of bounced checks from banks holding law firm trust accounts. Some of these may be innocent error, but the public is also reading high profile articles about trust account abuse. To add to the complexity, some law firms experience the opposite ...

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Watch: Better Billing for Lawyers

billing data

Cash flow is widely considered as the key to running an effective business. Many lawyers prefer to bill a client another $200, rather than call about the past-due $2000 bill with that same client. If your practice currently maintains a significant outstanding amount of receivables, then you are effectively extending credit to your clients! Are your billing practices harming your ...

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