Tag Archives: video

Case Management 101: The Right Software For Your Firm


If your old case management system is dying out and it just doesn’t fit your practice or area of law, it might be time for an upgrade. Dive into the intricacies of case management software in this Industry Insight webinar. We’ll break down: Today’s case management systems Benefits for small law firms: Client management Matter management Client portals Document automation Email management Time tracking How ...

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E-Billing Tips & Trends


Discover the right approach, process, and technology you can use to turn electronic billing into a competitive advantage in our latest Industry Insight webinar “E-Billing for Everyone: Tips & Trends”. We will cover: How to keep up with e-billing volume growth What you can do about e-billing complexity and avoiding revenue loss How e-billing benefits the client Tips & best ...

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Document Automation for Estate Planning Attorneys


As an Estate Planning attorney, you have the ability to safeguard a client’s legacy. Protecting their assets, distributing their wealth, and preserving their values. You treat every client with care and respect, paying special attention to their needs, every step of the way. We will cover: Document assembly vs. document automation Benefits of automation Types of documents I can automate Available automation ...

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3 Ways to Optimize Data Privacy and Protection in the Digital Age


Privacy breaches occur every day, and firms of all sizes are at risk. It only takes a single breach to jeopardize your brand, your company reputation, customer loyalty, and your bottom line. What changes to traditional information management and security are required to accommodate the always-on, mobile, social attorney? What should firms and corporate law departments do now to achieve ...

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How to Survive the Legal Audit Minefield


Have you considered how well your firm would stand up to a legal audit? So much of the practice of law involves strict compliance with numerous regulations and these complicated legal regulations are often intertwined with peculiar accounting requirements. Small law firms are particularly vulnerable if they do not set up the necessary tools and procedures to protect the practice on a day-to-day ...

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Avoid These Six Accounting Perils


One of the most difficult areas for small law practices is financial management. Legal accounting requirements are unlike any other business, and the penalties for errors are significantly more severe than in other companies. The success of your firm depends both on how you practice law and how you run your practice. In this video, you’ll learn: The three foundations ...

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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 ...

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