Category Archives for Law Firms

LeanLaw Time Saving Features

LeanLaw time saving features

LeanLaw Time Saving Features — it is what it is all about!   This week is all about a couple of my favorite time-saving tips in LeanLaw.  As many of you already know, LeanLaw is an integral part of my workflow. These tools are not hidden, but seem to be underused or not even noticed by attorneys […]

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Surviving Post-Pandemic: A Law Firm Guide Map

You are allowed to re-open. It’s a new world. Maybe your office was closed for a couple of months and your staff has been working remotely. Sales have dropped for some firms, especially the ones that relied on walk-in traffic.  Some of the personal injury attorneys may have lots of matters but the insurance companies are […]

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Automating Law Firms and AI both Serves and Hinders

Automating Law Firms and AI (artificial intelligence) is, without a doubt, affecting your Law Firm. Advances in technology are rolling out whether you are for them or against them, so it makes sense that you would want to protect the firm you work so hard for. You don’t have to love AI to benefit from […]

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Are You A Cool Cat?

I love the story of Leon the lawyer.  He is a stray cat.  He strolled in one day.  The staff at the law firm adopted him.  People complained about this stray cat roaming around the office.  What did the law firm do to keep him?  They hired him. Yup, as an attorney.  Look around your […]

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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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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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Which is better!? Cash vs Accrual Accounting

 Entrepreneurs are often confused by the different accounting methods used to run a business. Have you found yourself wondering if you should be on a different method of accounting, asking yourself:  Which is better Cash Basis or Accrual?  Take comfort in knowing that you’re not alone in trying to figure this one out. The main difference in […]

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Tea and Cookies & with the IRS? Avoiding IRS Pitfalls

  It’s tax season! ….“UuuuggGH!” If that’s how you and your law firm associates are feeling these days, I get it. Totally understandable. After all, you’re the superheroes that sort out complicated messes, save people’s houses from being foreclosed upon and often untangle the most mysterious of stories (…only to find “it was the Professor […]

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