Tag Archives: Industry Insight

Legal Accounting Tips & Tricks 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. Join us: Wednesday, November 18th 2:00pm – 2:30pm ET   In this “end of the year” webinar, you can learn how to simplify your legal accounting chores — putting many on ...

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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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Mind the Gap: Securing Data Access

Lawyers carry more devices than they ever have before, and have more access points to law firm data than could have been imagined even five years ago. For individual attorneys, that means massive gains in efficiency and flexibility. For CTOs and tech-forward managing partners, that keeps them up at night. In this webinar, we’ll explore the foreseeable risks that could ...

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7 Critical Reports for Trust Accounting

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. However, it’s so tedious and time consuming to keep up with all the required documentation that many firms procrastinate or just do a partial job each month. ...

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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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Time Tracking Tips for a Better Bottom Line

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. We know billable time – and the revenue it represents – slips away every day. And we really don’t like tracking our time – but we need to if we want to be paid. Learn how to make tracking ...

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Case Management 101

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 and find the right system for your firm in our next free Industry Insight webinar: Case Management 101 Wednesday, October 7th 2:00pm – 2:30pm ET We’ll break down: Today’s ...

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Document Automation for Real Estate Closings

Learn how using dynamic document templates, standardized letters, emails and forms can speed up file preparation, increase profits, and make you look like a rock star to your clients. Gain insight on: How document automation, a.k.a. document assembly or auto-drafting, can fit into your practice. The benefits of automating documents; closing statements, forms, letters, and e-mails. Safeguarding your work from costly errors.   Thank ...

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