Playing “catch up” is never a good strategy. Yet, most small law firms muddle along day after day with an endless pile of details requiring cleanup. Missing emails, unbilled meetings, trust account reconciliations… all so easy to put off for another day. The problem is that backlogs in your back office inevitably blow up into client disputes, spotty cash flow, and in some cases, problems with regulators/auditors.
In this video, learn how to get ready for 2017 by getting on top of your back office minutiae once and for all at a special live demonstration.
- Tighten up your billing process to eliminate leakage and prevent disputes
- Maintain “always current” trust accounts, avoiding catch-up errors at reconciliations
- Corral your email correspondence & document management
- And much more…
Erica Birstler, Product Specialist & Manager of Customer Support
Erica Birstler is Manager of Customer Success at CosmoLex, developers of a cloud based-legal billing & trust accounting system specifically designed for solo and small law firms.
Erica has a Bachelor of Science degree in Business Administration, and 5 years’ experience in the legal software Industry catering to the specialized technology needs of small to mid-sized law firms. Erica has given numerous presentations on legal technologies such as law practice technology management, cloud computing, and legal billing & trust accounting compliance.
Please note, this is a non-CLE webinar.