Client intake is the foundation of a great attorney-client relationship, but many law firms struggle with inefficiencies in this process. From tracking leads to onboarding new clients, traditional methods result in wasted time, lost opportunities, and frustration.Using client relationship management (CRM) software, such as a legal practice CRM for lawyers, can transform your intake process
How to Write a Law Firm Business PlanBusiness plans are meant to be holistic, living documents. If an issue or topic is relevant to the success of your practice, it should be addressed in your plan.
To make things a little easier for you, here’s a law firm business plan template that highlights everything your
TimeSolv’s Scheduled Reports feature can save you time and effort by automating your reporting process. Instead of manually running reports every week, you can schedule them to generate automatically. Here’s how you can ensure your scheduled reports always pull the correct date range: Setting Up Weekly Scheduled Reports
When configuring your scheduled report, selecting
Recent reports by the American Bar Association (ABA) reveal that roughly 29% of law firms have experienced a data breach. Given the consistent increase in cases and growing sophistication of cyberattacks observed through the years, this number can be expected to go only higher.
For hackers, law firms represent a gold mine of sensitive
3. Receive robust performance reportsUnderstanding the success of your law practice requires detailed performance analytics. Legal billing software for solo practitioners makes this accessible through reporting tools that help you track key performance indicators such as your billable hours, firm expenses, received and pending client payments, and overall profitability per case. With these
In the billable-hour world of law practice, time management for lawyers is more than just a skill worth developing—it’s a key to survival. Good time management can mean the difference between a thriving practice and one that struggles to get by. When lawyers and law firms manage their time well, they are more productive, work
This week, let’s talk about Non-Billable Matters—those projects that don’t add to the revenue stream but still need to be tracked, tweaked, and sometimes tidied up. If you’ve got a pile of non-billable entries cluttering your system, we’ve got the tools to help you clean up like a pro! Where to Go
Navigate to Clients
A detailed law firm budget provides essential guardrails for your law firm’s finances, regardless of your company’s size, revenue, or how long you’ve been practicing. Without a structured budget, your practice could easily be at risk. But if you have a solid spending plan in place, you can safeguard your bottom line while staying ready
Technology trends in the legal sector Your clients want you to use the latest technology, and so does your staff.
Today’s legal professionals have high expectations for access to newer tools, and technology that encourages agility, change, and the ability to work remotely. Eighty-seven percent of corporate lawyers and 83% of law firm lawyers say
Do you have a growing list of active matters that’s starting to feel overwhelming? TimeSolv’s Active Matter Admin feature is here to help you stay organized and efficient. Users can sift through all the active and inactive matters to keep the business organized. Here are some tips to get the most out of this essential
Industry standard compliance: PCI DSS certification If you take debit and credit cards as payment in your law firm, you’re familiar with the Payment Card Industry Data Security Standard (PCI DSS). It’s a set of security standards that you have to comply with to accept credit cards, and it must be taken seriously. PCI DSS
Past Due Invoice Email Templates for 30-, 60-, and 90-Day Intervals
Whether you’re reaching out for the first time or following up multiple times, using well-crafted templates can save you time and set a clear tone.
Here are some templates to help:
30-Day Past Due Reminder
Subject: Friendly Reminder: Invoice # [Invoice Number] Now
Paralegals typically supplement a lawyer’s efforts when preparing for cases, taking on tasks like drafting legal documents, and conducting client interviews, among many others. But these are not the only matters you concern yourself with. A crucial part of a paralegal’s role is taking the administrative load off the team’s plate. This includes client billing
The longer it takes to complete a task on your page, the less likely they are to convert into a client. Reducing the number of form fields from 4 to 3 can increase conversion rate by almost 50%, according to Quick Sprout.
Instead of overwhelming visitors with a list of questions, collecting the most
Streamlining year-end financial tasks with TimeSolvPay As the year draws to a close, it’s time to get proactive about key financial tasks. TimeSolvPay can help law firms manage these activities with greater accuracy and efficiency, leaving you more time to wrap up client work.
1. Review firm financials
Conduct a detailed analysis of your financial statements
Need to send out reports automatically and regularly? Look no further than TimeSolv’s Quick Schedule feature on the new reports! This week’s Tip of the Week will guide you on this powerful tool that allows you to create and manage report schedules with ease. Create Schedules in a Flash
To get started, simply create a new