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In many law firms, the senior partners who built the business are now approaching retirement. They’ve brought in clients, developed relationships, and set the tone for how the firm operates. But what happens when they’re ready to step away—and there’s no plan in place to carry that legacy forward?
Managing operations at a multi-practice law firm means walking a fine line between standardization and specialization. You need automatic workflows that bring consistency and visibility across the firm—but you also need the flexibility to support different timelines, billing models, and compliance requirements depending on the matter type.
Every law firm is full of valuable data. It’s created every time a client calls, a task is completed, an invoice is sent, or a court date is added. But for many firms, that information stays buried in emails, notes, and siloed systems—used once, then forgotten.
Even your firm’s most loyal clients can be the ones who take the longest to pay. It’s not always intentional – and it’s not always obvious until it starts impacting your bottom line. Getting paid on time keeps cash flowing, and delays can have a serious impact on your firm’s
It’s rare for litigation teams to lose cases purely for lack of legal skill. More often, they run into problems during preparation.
Financial problems rarely make a loud entrance. Most start quietly – a reconciliation delay here, a missed invoice there. Delays in the account reconciliation process can lead to financial issues, causing minor problems to snowball over time. This can result in significant challenges with profitability, compliance, and cash flow that
Keeping tabs on your firm’s finances shouldn’t feel like a scavenger hunt, especially when using a comprehensive accounting system. When data is split between platforms and nothing talks to each other, getting a clear picture of your financial health takes more time than it should.
Litigation often involves expert witnesses to address topics that fall outside the typical scope of legal knowledge. Experts also represent one of the most expensive case-related costs. When coordination is inconsistent, it can result in firms losing track of how funds are used and paying more than necessary for expert
General ledger reconciliation might not be the flashiest part of running a law firm, but it’s one of the most important. Without accurate reconciliation, financial records start to drift, compliance risks grow, and cash flow becomes harder to track. It’s not just a back-office task – it’s the foundation for
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