The Challenges of Trust Accounting for Lawyers

Many lawyers have found that trust accounting is one of the most challenging areas of their practice. Often, trust accounting can be seen as complex for a number of reasons. Managing your trust...

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Clio Reports


As I finalize my month on Clio, the legal tech software, the month has certainly flown by.  I've received some great responses and questions on the topic. Since this is the...

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Clio and Bank Feed Matching


With training our new staff, we find a lot of times, there’s some confusion around the transactions in Clio that are pushed into QuickBooks and then matched at the bank level.

See the...

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Clio Settings: Connecting to QuickBooks



Not connecting Clio to QuickBooks is one of the mystifying trends we find when working with a new client using Clio, or when working with a bookkeeper or an accountant in our...

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Law Firm Tech: Clio

As many of you know, I am somewhat known as "the LeanLaw girl"--a title I wear with pride. And rightfully so. It is my favorite software for the legal industry. However, at our firm, we have...

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Law Firm Bookkeeping Practice Area: Criminal Law

Law firm practice areas are the topics of this month, and this is the final article in our series on the nuances in the practice areas as it applies to servicing this type of client and doing...

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Law Firm Practice Area: Estate Planning


The next practice area that we are going to discuss is estate planning. This area of law tends to be a practice area with very long and lengthy trust matters. What does that mean for...

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Law Firm Practice Area - Personal Injury Law Firms

Next up is a personal injury firm. Many personal injury attorneys I've spoken to have said, "My practice area is straightforward, and I don't need any external software because the trust tracking...

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Law Firm Practice Area: Immigration Firms

There’s a lot I can say about immigration firms and accounting. Let’s start with the transaction volume. Like family law, there are many transactions for many exact and similar...

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