Lawyer Burnout - The Struggle is Real


Lawyers face many stressors that can cause burnout. They must juggle multiple deadlines, meet clients’ needs, and stay on top of new laws and regulations. Burnout can affect lawyers...

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8 Attorney Bookkeeping Tips for starting a Law Practice



You are an attorney looking to start or grow a law practice. How do you determine whether you’re ready? Here are eight steps to follow to ensure that you’re prepared for...

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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 several 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...

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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 Accountants Law...

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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 this month's topics, 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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