by Lynda Artesani | May 15, 2022 | Client Costs Advanced, Clio, General Tips, KPIs, LeanLaw
Next up is a personal injury firm. Many personal injury attorneys I’ve spoken to have said, “My practice area is straightforward, and I don’t need any external software because the trust tracking happens at the end of the case.” While this is...
by Lynda Artesani | Mar 20, 2022 | Clio, General Tips, LeanLaw, QuickBooks
We are in mid-tax season. As an attorney, you might be looking at your records and your bottom line and thinking…. “where did all the money go?” Maybe you ask your tax professional, and they go into depth about a line of credit, loan, or something you have on the...
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....
