QuickBooks for Law Firms? A Software Review

QuickBooks for law firms?  Would I possibly recommend that?  As I continue with my review of apps, this week is about using QuickBooks Online or QuickBooks Online Advanced for your law practice.  And by that, I mean using it alone, with no additional app, and manually — with all the workarounds. If you have trust accounting, […]

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Juris Legal Software Review

Back to reviewing legal-specific apps. This one’s called Juris. It’s desktop-based. And I cannot get a trial copy of it to show here. I have a client in it, and I took some screenshots for you to get a visual.Is it good legal software? It does the job. However, it felt like it took me […]

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How to Find the Best Law Firm Apps

These past few weeks have been all about reviewing legal billing or practice management apps.  It got me thinking, what processes do attorneys or bookkeepers go through to find the right software?  Where do you go to first? How do you investigate them/test them?   Where do you turn?  Well, besides my last two amazing reviews….let’s […]

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Trust Books Legal Software Review

Trust Books is a product that was developed by a CPA. He worked with a lot of law firms and attorneys, and he realizes that many of them were keeping their records on Excel spreadsheets or even worse on pen and paper. He knew he needed a simple program for them to use to track […]

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Practice Panther: Legal Software Review

For the next few weeks I am going to review legal software that I’ve had the opportunity to work in. I’m will to try to make this as a non-biased review as possible.  Remember this is only my opinion.  No one has paid me to do these reviews.  First up is  Practice Panther.   Practice […]

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Lucky Number 3? | Three-way Trust Reconciliation

 In the world of trust accounting, Law Firms and Attorneys are expected to have their client & trust ledgers reconciled monthly as well as their trust bank account reconciled in a timely manner too. Those who don’t follow the rules are gambling with their peace of mind. You may be hoping you won’t suffer the […]

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Data Migration for Law Firms

Data Migration for Law Firms — sounds scary doesn’t it?  Especially when you are talking about trust accounts and multiple years of data needing to be migrated over.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 […]

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Cash Flow Management for Law Firms Amid COVID-19

  If there ever was a time you wondered what saving your business might look like in an economic downturn, this, unfortunately could be it. BUT I’m here to BAT for you and be a heavy hitter when it comes to the important business concepts in these uncertain days!     One of the first things to suffer in […]

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Survivor: Law firm Edition

What are your law firm survival strategies?  For years I watched the TV show, Survivor. I have often said I would never go on an island with bugs and snakes and no food. Yet, here we are in the midst of a strange world of lockdown and no work,  reduced or eliminated income.  It feels like we […]

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The Remote Law Firm

​Our firm has been remote-based since 2008. We’ve been doing virtual meetings with our team internally and with our clients for years now. We are familiar with the current tools to be remote, like Zoom, I have the Yeti microphone, have the ring light and green screen. We are proud to say that Artesani Bookkeeping […]

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