Tag Archives: video

Legal Accounting Tips for 2016


As the end of the year approaches, wouldn’t it be nice if you didn’t have a million bookkeeping & accounting issues to resolve? We can help you fix them. In this “end of the year” webinar, you can learn how to simplify your legal accounting chores — putting many on “autopilot” — so that you can start the new year ...

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Mind the Gap: Securing Data Access in Law Firms


In this webinar, we’ll explore the foreseeable risks that could yield unauthorized access to or unintended release of sensitive data, and the different ways in which those risks can be managed. In addition to addressing particular solutions for various devices, we’ll consider thematic approaches amounting to best practices for data security in a mobile world.   Gain insight on: Securing ...

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7 Vital Trust Accounting Reports


Are all of your trust accounts always “audit ready”? Trust accounting is one of those aspects of running a practice that comes with a zero tolerance for error. The penalties — for both the attorney and the firm — be can severe. In this video, we will dive into the 7 most vital trust accounting reports you should be properly ...

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Time Tracking Tips

stop watch sitting on one side of a scale with coins on the other end.

Do you make a time entry for every billable activity you do every day? Every email? Every phone call? Everything? …Most of us don’t.   Make tracking your time easier, more accurate, and completely mobile in this Industry Insight webinar. Learn how to: Substantially increase time recorded from existing work Ensure that a time entry is done for every billable email you send ...

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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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