by Lynda Artesani | Dec 19, 2021 | Cleanup, Financial Statements/Distributions, General Tips
With so much going on for every client, it can be hard to stay on top of everything. In the past, I had a strict process that I developed to close out client files monthly. Now, we have a feature and I try to use the month-end review tool to finish specific tasks in...
by Lynda Artesani | Oct 31, 2021 | Accounts Receivable, Cleanup, Clio, General Tips, IOLTA/Trust Accounts, LeanLaw, Other, QuickBooks, Work Processes
One of the ways you can measure the numbers that tell the story of your law firm’s success is by using key performance indicators (KPIs). A KPI is a fancy acronym, which sounds daunting, but in reality, it is just any kind of measurement that you are going to...
by Lynda Artesani | Oct 24, 2021 | Accounts Receivable, Cleanup, Clio, General Tips, IOLTA/Trust Accounts, LeanLaw, Other, QuickBooks, Work Processes
When I think of balance, I always think of my yoga practice. When you work with attorneys and live in a world of compliance, you know that balancing one or two or even three trust accounts is no easy feat. There are many reasons why trust accounts become unbalanced....
