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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...

Sage 50 2017 to be Released in Mid-July

Sage 50 2017 (and its companion 2017c) will appear in the "Check for Updates" window within the existing version of Sage 50, on or about Tuesday, July 12, 2016, for all users who have an active Sage BusinessCare plan.   Sage will no longer send download links and...

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Sage Timeslips FAQs: version 2017 vs Premium

Following our recent article on the upcoming new release of Timeslips, our clients have had many questions on what the future is likely to hold. Here is a summary of those questions: Q         Why is Sage changing the Timeslips database? A          Anyone who has used...

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CREATE DRAFT BILLS IN TIMESLIPS

Throughout the years, I have had my clients jump through hoops to get draft bills that look like the actual bill. The problem is, when they run the draft bills and distribute them for review, the draft often gets sent out without the approval process. We have tried...

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Sending Payment Receipts from Timeslips

Every so often, a new software feature slips into one of our favorite programs without a lot of fanfare, especially in a release when there a number of enhancements. So it is with the "Send Receipt" feature that was introduced in Sage Timeslips® Version 2015. With the...

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New Wine in Old Wineskins

We’ve received numerous calls from clients lately who are the recipients of new hardware at their office.  Whether it is Windows Server 2016 or Windows 10 workstations, the reaction is the same: a belated realization that old software doesn’t always work with new...

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