law firm billing workflow

Case Study: Law Firm Billing Workflow Slashed From One Week to Two Hours

Due Diligence: Must Haves vs. Nice To Haves

Categories to think about:

Timekeeping

Accounts Payable

Client / Matter

General Ledger

Reporting

Band Reconciliation

Billing

Conflict Checks

Receivables

IT

Trust and Retainer

Law Firm Accounting Professionals Weigh In

Caren Schwartz
35-45 Consulting-Global

Changing software is not something your law firm does lightly, nor do you want to do it often. It’s important to do your homework and understand your firm’s needs, analyze your choices, and put together a plan, including project management. That’s the best way to get to a new solution that helps your firm move forward.

Lynda Artesani & Sarah Prevost
The Proper Trust

In our experience after numerous law firm software migrations, the key to success in purchasing new financial software is to understand what critical features are MOST important to your business. Understand how it fits with your current (and future) staff and how your current best practices will work within these new tools. Picking a tool and a partner to help you migrate is essential to the success of this journey.