CPN Blog

Making the Most of Your Budget

This month, we’re sharing a few of our favorite budgeting tips. Bookkeepers and accountants love a good budget.  Not sure how to use it? Here are 5 best practices to get you started! Link your budget to your firm’s overall workflow. There are a lot of potential applications to this tool. Focus on the pieces …

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Best Practices for Legal Billing and Getting Paid

In September 2021, Peggy sat down with our friends at Legalboards to share a few Best Practices for Legal Billing and Getting Paid. Check out the replay below!

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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