Recently, we wrote a blog about the timekeeping, billing, and accounting features you may want from your legal practice management solution.
However, those requirements likely don’t include anything related to calendaring and task management, document and email management, workflows and automation, or communication tools.
When evaluating new technology, you should also think about your
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Why Law Firms Should Invest in Legal Project Management
“Do more with less.” This oxymoron of a saying seems to imply that lawyers have a Costco-like quality; there’s always a way that they can commoditize their work and charge less for it. This concept is anathema to the legal industry.
So, while clients have expectations that lawyers should deliver more and more value to…
Are You Getting the Timekeeping, Billing, and Accounting Features You Want From Your Legal Practice Management Solution?
When evaluating new technology, you should start with thinking more about your firm’s day-to-day operations and how those procedures lend themselves to your requirements.
You’re probably constantly in the process of putting together a requirements list to include certain solutions, but let’s dig a little deeper into the questions you should be asking to…
Everything You Need to Know About Law Firm Billing and Collections

Conventional wisdom (and an Al Pacino reference) reminds us that we should ABC: always be closing. For lawyers, the idiom might be better stated as always be collecting.
Billing and collections are critical to the success of any law firm. But timely billing and ensuring that your bills are paid in full and on…
Should Your Law Firm Work With a Software Consultant?
To understand the full history of legal industry practice management consultants, you’d have to go back 30+ years. Back then, all programs were server-based (not cloud-based) so law firms needed someone with enough technical expertise to understand how to load new programs onto their servers, install all the updates when they rolled out…
The Eight Essential Financial Reports Your Law Firm Needs
We get it-you’re sick of the games. The guessing game of law firm financial reports, that is. It’s hard to know what reports your firm should be running and even harder to interpret the data from those reports and connect the dots into a useful strategy. And most bookkeeping or accounting software, like QuickBooks…
A Law Firm’s Guide to Matter Management Systems
Your law firm’s matter management systems matter. In fact, they’re the lifeblood of your law firm.
It’s taxing to try to maintain multiple manual systems to track all of the details about your law practice. Why subscribe to several platforms to manage different aspects of a matter — from document management to practice management and…
4 Reasons Law Firms Are Moving Practice Management to the Cloud
The cloud has become a standard part of our lives. From streaming video platforms to smartphones and smart home devices, we rely on cloud computing to make our days exponentially more convenient. But individuals are not the only benefactors of cloud services. Over the last 10 years, business leaders around the world have incorporated cloud-based…
The Mostly Legal Podcast: Season 2, Episode 10 “Live Life Like Someone Left the Gate Open”
This week’s guest on the Mostly Legal Podcast is proof that you really can have it all! Suzy Klepac (Office Administrator, Kirk & Chaney PLLC) has served in multiple administrative roles at various law firms for the last six years, but she recently embarked on her greatest challenge – working remotely full time with a…
Paul Bridgewater Named Centerbase Chief Executive Officer and President; Appointed to Board of Directors
Centerbase, a leading provider of cloud-based legal technology for mid-sized law firms, announced today that Paul Bridgewater has been appointed as Chief Executive Officer (CEO) and President. Bridgewater succeeds current CEO and founder, John Forbes who has led Centerbase since its inception in 2015. Forbes will remain an active member on Centerbase’s Board of Directors.…
The Mostly Legal Podcast: Season 2, Episode 9 “Never Stop Learning: Continuing Your Education In and Out of the Classroom”
This week, Rob and Amanda have the pleasure of talking to Amylyn Riedling (Paralegal, Office Manager, and Bookkeeper at Robin H. Balsam, P.S.) who went back to school to become a paralegal just because her friend was doing it and she thought it sounded fun. (This makes her a MUCH better friend than us because…
Increase Your Law Firm’s Operational Efficiency With These Important Tips
If you’re the administrator of a small or midsize law firm, you’re probably wearing a lot of hats. In fact, you probably have a closet full!
You’re overseeing the bookkeeping, ordering supplies, managing the budget, and running payroll. You’re handling equipment and facilities issues. You’re creating and implementing policies and procedures and setting long-term goals.…
The Mostly Legal Podcast: Season 2, Episode 8 “Building a New Generation of Talent: Applying Strategy When Hiring Legal Support Teams”
Most people start their careers with the dream of changing people and the world.
This week’s guests, Julie Logan (Director of Strategic Workforce Planning & Development, Thompson Coburn LLP) and Karen Griggs (Executive Director, Baker Sterchi Cowden & Rice, LLC), have discovered that you can’t necessarily change people, but you can give them the tools…
Determining the Right Time to Evaluate New Technology
Timing is everything. This old adage holds true even when thinking about upgrading technology.
Maybe you’ve been on legacy software for years. Maybe you work entirely on paper. Perhaps you’re still dipping a fountain pen into an inkwell (by the way, if that’s the case – cool). Wherever you’re at, how do you know when…
Your Guide to Legal Accounting Software
What is law firm accounting?
Most law firm leaders do not enter the legal industry with an accounting background, but a basic understanding is important to inform decisions about billing processes, the acceptance of payments, and trust accounting.
Simply put, you need to know about your law firm’s financial performance. But, you also need…
10 Best Practices for Enhancing Your Law Firm’s Cash Flow
Think faucet, not ocean. When you think about your law firm’s cash flow, it shouldn’t ebb and flow like the tide. It should be a constant, steady stream.
But if your law firm is like many others, you may have been struggling to ensure your cash flow stays consistent — especially in the aftermath of…