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Law Firm Practice Areas – Personal Injury Law Firms

Law Firm Practice Areas – Personal Injury Law Firms

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...
The BEST Workflow When Working with Attorneys as an Accountant

The BEST Workflow When Working with Attorneys as an Accountant

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...
Data Migration for Law Firms

Data Migration for Law Firms

by Lynda Artesani | Jan 2, 2022 | Data Migrations, General Tips, Workflow

Some data migrations are more complex than others and it’s also probably safe to say that a law firm migration will usually lean towards being at least moderately hefty, (if not a full-on King Kong scenario) If this isn’t sounding familiar to you yet, your lawyerly...

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