November 2020 – Adapted by Peggy Gruenke – Originally Published in Attorney at Work As an attorney, you’ve built up your skillset with years of education and training. Clients rely on you to protect some of their most sensitive information. It only stands to reason that with this trust comes a higher standard of accountability […]
Peggy sat down with Rio Peterson of Affinity and Katy Young of Ad Astra to share some best practices for getting paid the paperless way! You can check out a replay of their presentation BELOW. Here are some of our key takeaways and tools referenced in that great discussion! Many firms have different approaches to […]
It’s all about your strategy! Are you using your Cash Flow Report to its fullest potential? Billing is a crucial part of your practice. Simply put, you need money. Your billing process is a necessary part of your workflow, but it can be used to do so much more than just ensure you’re tracking your […]
November 2020 (revised from original post) Peggy Gruenke | Originally published in Attorney at Work. The year-end is right around the corner, along with the holiday season. So, what do you really want for a holiday gift? How about getting paid for the work you did during the year and focus on year-end collections. The […]
By: Peggy Gruenke, Owner CPN Legal The financial health of your law firm—or any business—is ultimately dependent on three components: 1. Get the work: This means selling your product – yes, you are a salesperson disguised as a lawyer. 2. Do the work: The lawyering part of your job. 3. Get paid for the work: […]
Focus on your current clients Part 2: Tips for year-end planning Year-end planning tips. Now is a good time to focus on what needs to be done to wrap up the business year and get a head start on 2017. As an attorney and business owner, year-end can become the most stressful time of year. […]
Getting Ready For Year-End: Review Your cases It’s September and year-end is quickly approaching. All of those good intentions you had in January to organize your law firm will now be put to the test. Before your schedule is consumed with holiday activities and last-minute travel plans, now is a good time to focus on what […]
This article was originally written for Attorney at Work in 2014. It has been re-written and updated for this blog post. So it’s July and you will be sitting down to reconcile your bank accounts for June’s activity. This is an exercise you do (should be doing) every month. As long as there’s money in […]
Lawyers, you really do need a professional email address, and it’s not @gmail.com or @yahoo.com. You are in a profession where appearance matters. Advertising your email address on business cards, websites, and LinkedIn profiles with @gmail.com is not professional and sends a message that you do not know how to get your email configured to use the […]
In 1886, Reuben H. Donnelley created the first official Yellow Pages directory, which grew into the advertising giant of the last generation that lawyers have been part of for years. Ask your niece/nephew about the Yellow Pages and see what reaction you get: the 10-year-old won’t even know what it is and the 20-year-old will say they […]
