We know that law school doesn’t teach attorneys how to run a business. Even so, law firms face greater financial complexity than other professions because we hold money as custodians on behalf of other people in special accounts specifically created
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October 2019
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Effortless, Specialized Trust Accounting with CosmoLex
Most attorneys worry about properly handling client money. Not only is mishandling of trust account funds among the leading sources of bar disciplinary action, but the concern is most acute among solo and small firm attorneys. Often, smaller firms lack
Get Started with ZillaMetrics Chat: Website Chat for Law Firm Intake
Prompt communication is a hallmark of a good law practice. Often clients aren’t able to judge the quality of your lawyering or possess a great sense of precisely where their outcome ranks on a scale from okay to exceptional. But
Save Time, Boost Efficiency with Virtual Case Managers Powered by Get Staffed Up
In the decade or so since virtual legal help came to the forefront, we’ve witnessed tremendous improvements in what we can expect from remote assistance. Virtual Case Managers Powered by Get Staffed Up raises the bar even higher.
A Virtual
Clio Releases Law Firm Accounting Software for Small Firms
Traditionally, one of clearest divisions in web-based law practice management systems was between products that supported billing and trust accounting, and those that offered billing, trust accounting, and general ledger accounting. Products that included general ledger accounting didn’t require synchronization
From Burnout to Brilliance: How a Week Off Transformed Our Team’s Energy and Focus
I Did It!
Three weeks ago, I shared with you my struggle to fully disconnect from work, even during family vacations. As one of our leaders, I always felt the need to “check in” each day to ensure everything was
If Your People Can’t Unplug, Turn Off the Power
“I know we’re on vacation, but let me just take a few minutes to check in.”
It’s a phrase I’ve said too many times to my family on what is supposed to be our vacation. Unfortunately, today’s technology and 24-7
Coaching for Growth: Lawyerist’s Innovative Approach to Employee Development
In 2024, Affinity and Lawyerist restructured our employee-first approach. In a concerted effort to improve at the individual level, Robin Carberry, Paco Roman, and Natasha Evans joined the team as professional development coaches for all employees. “This program was introduced
Less Effort, More Clients with Law Ruler
Clients have more ways to find and communicate with attorneys than ever before. For attorneys, this represents an opportunity and a challenge. As an opportunity, it’s easier to directly target potential clients when they need your help. Compare the potential
Avoiding Trust Account Errors with CosmoLex
Mishandling client money is among the top client complaints about attorneys. When we think of mishandling, we often think first of misappropriation—taking client funds to spend on oneself. But such actions, however sensational, represent a distinct minority of trust account