The Attorney Balancing Act: Correcting Trust Account Mistakes

When I think of balance, I always think of my yoga practice. When you work with attorneys and live in a world of compliance, you know that balancing one or two or even three trust accounts is no...

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The Unstoppable Advisor: Role-Play Your Way to Advisory Services

How we use Advisory Services with our Law Firm Clients

As mentioned in the earlier posts, I am winding down the road of the courses I will be teaching or co-teaching at the Scaling New...

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Customer Service Client Experience 2.0

Client Experience 2.0 is a term coined by Liscio, my favorite app in my work stack. Liscio is the software I use to manage client communication and client document storage....

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Tips to Manage your Law Firm Accounting with the Help of QuickBooks Online

I have yet to meet an attorney that loves accounting. It's a necessary evil for businesses, and unfortunately, somehow, it often ends up as a part of what entrepreneurs end up doing themselves....

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Challenge Yourself To Be An Unstoppable Advisor

I've been a big fan of Scaling New Heights since the first time I attended two years ago. I was blown away by the content and the level of education that's in place at this conference.

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Tips on Performing Data Migration

Attorneys and law firms are notorious for having antiquated systems. Law firms are paper-centric. Many firms, especially the larger ones, still rely on servers and desktop software. At our firm,...

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Organic Marketing: Writing Blog Posts to Get Clients

The Internet has become the biggest marketing tool for law firms and accounting firms for our Law Lab members. For years, posting content on your website was enough to attract new clients....

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Tips to Help Attorneys with Large Amounts of Open Accounts Receivable

Many lawyers are in the position of having a significant amount of open accounts receivable. This was eye opening to me.  How does this happen in these law firms?  
  1. They may have...
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Attorney Bookkeeping: Why Law Firms Should Outsource their Bookkeeping

Does your law firm need a dedicated bookkeeping department, or should you outsource your bookkeeping? At the heart of any business is its financial health. If you don't have a dedicated staff...

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