Clio and QuickBooks Transforming Your Law Firm

In the dynamic world of law firms, there's a powerful transformation happening that you won't want to miss out on – the seamless integration of legal tech, specifically Clio and QuickBooks,...

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Optimizing Law Firm Profitability - Strategic Management of Overhead Costs

As a legal firm, effectively managing overhead expenses is crucial for maintaining profitability. Identifying and addressing the primary contributors to high overhead costs, such as office rent,...

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Closing the Law Firm Client's Books at Year End

There are several tasks I like to accomplish for my clients at the end of the year, aiming to organize their files. December is the month that usually entails a period of tidying up. I aim to...

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How a Tech Audit Can Transform Your Law Firm

Is your law firm struggling to keep up with the rapidly changing landscape of technology? Are you finding it challenging to stay ahead of the competition in this digital age? If so, a tech audit...

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Mastering Estimated Tax Payments: A Guide for Attorneys

Staying financially compliant is essential to maintaining a successful practice as an attorney. One aspect of financial compliance often overlooked is mastering estimated tax payments....

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Navigating Success: Key Insights from the Clio Trend Report for Mid-Sized Law Firms

In the rapidly evolving world of law firms, staying ahead of the curve is crucial to achieving success. Mid-sized law firms, in particular, face unique challenges in navigating the ever-changing...

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Professional Accounts Receivable Workflows for Attorneys | AR Aging Reports

Open Accounts Receivable is a major issue with many law firms. When I specialized in my accounting firm to work exclusively with attorneys, one surprising discovery was the significant amount...

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The Importance of Financial Organization from Day One: A Blueprint for Legal Success

In the fast-paced world of legal practice, attorneys often juggle numerous responsibilities, from managing client cases to staying up to date with changing laws and regulations. Amid these demands,...

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10 Steps for Managing Cash Flow in a Law Firm

As an attorney, you know that managing cash flow is critical to running your law firm. After all, if the money isn't coming in, you won't be able to pay the bills. But what strategies should you...

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