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. …
Handling Settlement Funds in Clio and QuickBooks Read More »
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 …
This article was originally written for Attorney at Work in 2014. It has been re-written and updated for this blog post. 2021 is almost halfway through. Soon you’ll be sitting down to do your monthly reconciliation for June. You may be tempted to go through your usual steps and call it done. Instead, we recommend …
Where To Start Your Firm’s 6-Month Profitability Check Read More »
Peggy Gruenke teamed up with Clio- Could Based Legal Technology to share some best practices in their newly released Guide to Starting A Law Firm! DOWNLOAD YOUR COPY NOW
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 …
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.
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 …
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 …
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 …
Innovate Legal Online: Automating Your Billing and Invoicing Processes Read More »
Let’s be honest. rockstar attorneys are not always rockstars when it comes to managing the business end of their practice. You’re focused on the actual practice of law and making sure your clients are receiving the best legal assistance possible. This means that sometimes, outstanding bills stay outstanding because you simply don’t have time to …
