Insights for Law Firms

Discover essential insights on how much law firms should allocate to their marketing budget to drive growth and maximize ROI.

Get expert insights on maximizing your law firm's financial performance through data-driven metrics and KPIs.

The management of client funds carries both ethical weight and enforceable legal requirements.

Guide to Texas IOLTA Trust Account Recordkeeping

Review best practices in applying advanced client costs and keeping an accurate firm balance sheet.

Collections by Timekeeper for Actionstep Flat Fee Matters

Advanced Client Cost Process for Immigration Firms - CosmoLex

Managing client payments efficiently is crucial for any law firm. MyCase Payments offers a seamless way to track time, send invoices, and collect fees—all contained within the practice management platform.

Law Firm CRM - Best practices, example reports, and example dashboards

Gusto Payroll Process Using Time Tracking for Hourly Employees

Gusto Payroll Time Tracking - How to Record Time Using Gusto's Internal Time Tracker

Billing Rate Setup in MyCase - Part of our MyCase Hourly Firm Guide

Struggling to get consistent leads? Here’s how to get the most out of your marketing efforts.

Payment Plans - Invoice Options

Decode your law firm’s financial statements to understand the numbers driving your success and profitability.

Unlock faster settlements with secure cost management

Client Invoices for Contingency Matter Fees - Soluno

Activity Codes in Soluno

Batch Check Print - Soluno

Forecast Cash and Revenue - Contingency Based Law Firm - Pipeline Report

Flat Fee Matter Management - Tracking Available Hours and Dollars

Single Matter Trust Ledger Report in Soluno

Trust Receipts in Soluno

Adding Contacts in Soluno

Create and Edit Budgets in QuickBooks Online

Referral Partner Tracking and Scoring

Print IOLTA Checks From QuickBooks Desktop Hosted Right Networks

Law Firm Payroll - Payroll Frequency and Paycheck Timing

CosmoLex Intro - Immigration Law Practice Management and Accounting Systems

IOLTA Trust Account Reconciliation Checklist

Example IOLTA Trust Account Reconciliation

Learn the best way to standardize your billing process to avoid unpaid balances from customers.

Manage Client Trust Balances with Clio Matter Balance Summary Report

Generate an invoice within Clio for prepaid flat fees.

Learn how to use Excel to make your budget summary report.

Review the options available to run budget reports.

Learn how to create a consultation invoice and payment within Clio.

Making IOLTA trust account draws.

Join us in learning how to set and edit billing rates in Clio.

Walk through best practices in sending client invoices while using Clio.

Learn the ins and outs of calculating billable hours and running related reports.

Join us in learning about the best way to request advance retainers using Clio.

Managing your Economic Injury Disaster Loan (EIDL) effectively starts with staying informed.

This post outlines key resources for managing Colorado COLTAF / IOLTA accounts.

In this quick guide, we highlight the key resources we use for managing California IOLTA trust accounts.

This blog post serves as a resource guide for managing Arizona IOLTA trust accounts, pointing readers to valuable tools and references.

This blog post outlines a specific exception that allows law firms to deposit their own funds into an IOLTA trust account

This blog post offers a concise overview of the IOLTA Trust accounting requirements for Connecticut lawyers, as laid out in Rule 1.15 of the Connecticut Practice Book. It lists essential accounting elements such as General and Client Ledgers, and explains the need for a triple reconciliation summary.

In this video post, we offer a valuable resource for law firms by presenting a video overview of a complete IOLTA Trust account reconciliation—an example of which is often hard to find.

Running a law firm shouldn’t mean drowning in repetitive tasks; automation offers a smarter way to reclaim your time and focus on what matters.

Discover how opting for an S Corp tax structure can significantly impact your law firm's liability for Social Security and Medicare taxes.

Navigating the financial implications of choosing an S Corp structure for your law firm involves understanding additional costs ranging from payroll services to tax preparation.

Delve into the intricacies of using preprinted deposit slips for IOLTA Accounts in our enlightening FAQ video blog post.

A walkthrough the weekly cash forecast we create for Law Firms.