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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Legal Attorney Billing: LEDES Billing

There are so many acronyms when you work with attorneys. You may be asked as a bookkeeper who works with lawyers about LEDES. LEDES is an acronym for Legal Electronic Data Exchange Standard. What...

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Law Firms: Measure your success using key performance indicators KPIs

One of the ways you can measure the numbers that tell the story of your law firm's success is by using key performance indicators (KPIs). A KPI is a fancy acronym, which sounds daunting, but in...

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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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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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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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