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Trust Account Management – Fiduciary Duty Meets Financial Sense

Authors: #Dana Riel and #David Michael(3-minute read) Trust account management is one of the most sensitive and important aspects of a law firm’s operations. Improper handling of trust accounts can result in severe legal consequences, damage to a law firm’s...

Business of Law: Having the Last Word          

Authors: #Dana Riel and #David Michael(3-minute read) Here’s a question: What is the most frequent type of complaint filed against lawyers? (A) Mishandling trust funds.(B) Lack of communication.(C) Fee disputes. The Correct answer is: (B) Lack of Communication....

Proactive Management Based (Self) Regulation

Much of life is reactive, sometimes unpleasantly so. Here is the good news. There are ways to be proactive in your law practice; to provide great legal services to clients and both prevent and defend against ethics complaints. Proactive Management-Based Regulation...

Timeslips Premium or Timeslips Perpetual?

Sage Timeslips has been available in two “versions”  (i.e., Editions) for the past two releases (2017 and 2018): Timeslips Premium and Timeslips Perpetual. As a result, we often hear the question from clients: Which version should I buy? Timeslips Premium is a...

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PCLaw: Using the Time Calendar Feature

PCLaw by LexisNexis is a versatile, all-in-one time tracking, cost tracking, billing and accounting, practice management program that gives its users several ways to enter their time and fees. One recent feature is utilizing the Time Calendar. Using this allows...

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Sage 50 Payroll Tax Forms Update

All Sage 50 customers should have received a recent notification, through the "Services /Check for Updates" menu in Sage 50, that a new Payroll update (released in October 2017) is available. What makes this update especially noteworthy is that, beyond a change to...

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Disaster Preparation: Are You Ready?

Hurricanes.  Floods.  Wildfires.  Recent headlines of natural disasters overwhelm us.  Unfortunately, some of our clients have been affected by these.  One client of ours called it “a one-two punch:  Irma ripped off the roof [of their office suite] and Maria flooded...

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