Tag / Law Practice Management
Managing Trust Accounts in Clio
Many states have rules in place regarding how attorneys need to maintain lawyers’ trust accounts. These rules vary from state to state but the common underlying theme is that as a lawyer,…
Collection Realization Rates the Clio Way: Have you looked at yours lately?
The financial health of your law firm or any business is ultimately dependent on three simple concepts: Getting the work (selling your product – yes, you are a salesperson disguised as a…
A Clio Workflow for Collecting on Past Due Accounts
A Clio Workflow for Collecting on Past Due Accounts Want to make sure the collections work on past due accounts gets delegated and completed? Well, here is a way to do it –…
Webinar July 25th: Trust Accounting Best Practices and Common Mistakes
Trust Accounting Best practices and Common Mistakes: Would You Pass an Audit? Friday, July 25, 2014 1:00 PM – 2:00 PM (Eastern Time) Every lawyer knows mismanaging a trust account (IOLTA) can…
Webinar June 20th: Mobile Devices: Smart Phone or Dumb Ethical Violation
Mobile Devices: Smart Phone or Dumb Ethical Violation How You Can Lock Down Your Smart Phone in One Hour June 20, 2014 1:00 – 2:00PM EST Free Webinar Do you use mobile devices:…
Clio and Tracking Prospects – A Little Creative use of Clio
There are many times I get asked if there is a way to track prospect clients in Clio. So, while this is not perfect, it is a nice simple way to accomplish…
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