CPN Blog

Handling Settlement Funds in Clio and QuickBooks

Handling settlement funds correctly has a distinct flow. Not sure how that flow should go? Don’t worry! We’ve put together these steps to walk you through the process. DOWNLOADABLE VERSION Onward to the steps! All settlement funds must be deposited into firm’s IOLTA account and verified as cleared deposits before checks are written against funds. …

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Clio Tip: Using Court Rules

Before adding rules to a Matter, you will have to select a list of up to 10 jurisdictions and configure the Court Rules default settings. For instructions on configuring Court Rules settings, click HERE. Adding and Managing Court Rules on a Matter You can add a Court Rule from the main Calendar screen, or the Calendar tab of a …

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Am I Making Money? Tools for Understanding your Firms’ Financials and Firm’s Profitability

Not sure if you’re making money or just getting by? Too many business owners overlook their most important asset: their data. Your firm’s books contain your formula for success. Spending real time reviewing and understanding your metrics and reports each month can go a long way towards helping you see the big picture. Get in …

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Ask the Experts: How and Why Law Firms Are Switching from PCLaw to Clio

Peggy sat down with Rio Peterson of Clio and Clarke L. Young of Clarke Logan Young Law Office to discuss why so many firms are making the switch from PCLaw to Clio. Having trouble with the video? You can also watch the latest webinar HERE! You can even download The slides.

Cash Flow Makes Your Business Go

It’s a fundamental truth. Running a business takes money. As a small business owner, you’re well aware of the cost of doing business. As a busy attorney, how aware are you of your firm’s cash flow? Q1 is almost over. Are you on track to meet your financial goals? If you are not where you’d …

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Legal Talk Network: Peggy’s Episode

  When Peggy Gruenke’s business CPN Legal takes on projects with lawyers to implement new accounting technology and processes, she often finds a mess to clean first. Many firms don’t have adequate finance and accounting habits or make the mistake of hiring bookkeepers without experience working with law firms. Those mistakes, if not cleared up, can …

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Innovate Legal Online: Automating Your Billing and Invoicing Processes

Catch the replay of Peggy’s collaboration with Clio! You can download the slides from this presentation on Clio’s website. Have questions about this presentation? Please don’t hesitate to reach out to Peggy. Here are a few other resources you can check out! Other upcoming virtual events that you might be interested in: Virtual meetup: Building a Better …

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