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What is an evergreen retainer?
An evergreen retainer is a type of security retainer. Just like other types of retainer, your client pays you a sum up front and you are able to use this money to pay your fees and expenses. The difference is with an evergreen retainer, your
Does your firm rely on a bookkeeping service to manage your books? Have you experienced data syncing issues or do you have concerns that your provider doesn’t have sufficient experience to manage your books in compliance with your state bar’s client trust (IOLTA) rules and regulations? If so, then it’s
Every lawyer has been there. You need your client to get you time-sensitive, confidential documents and they can’t get to your office. Or you’ve been told “the check is in the mail” and you need to disburse funds that aren’t there. Wouldn’t it be nice to have a convenient, secure
Whether you’ve been practicing for years or just starting out, you undoubtedly have multiple simple form documents that you use again and again. When you think about the time you waste replacing the information and customizing the same document for each matter, it can really add up. Want to find
As an attorney, you’ll spend a great deal of your time preparing for cases by conducting client interviews. Here’s four tips to make sure you get the information you need!
With cyber security concerns on the rise, how can you safeguard sensitive information against security breaches?
To stay in contact with your clients on a regular basis, you probably use email as your preferred way to share and discuss details about their case. But as we’ve all read in the
Regardless of the area of law you’re working under, taking an agile approach in the way your firm operates serves as a bold and compelling step towards becoming a more efficient practice. Here’s more.
Florida has become the first state to mandate technology CLEs. Beginning January 1st, Florida lawyers must complete a minimum of three extra credit hours of technology-related CLE courses, raising the standard to 33 hours every three years. The FL State Bar decided that lawyers within the state have a technological
When searching for the best legal practice management software, you need to consider which application will best improve your firm’s efficiency. One factor to look at is whether the software can take care of all your firm’s needs from a single platform. Many practice management platforms integrate with multiple third-party
Leave standalone software behind
Manage all your cases in one place
Manage your documents
Gather insights into your firm’s performance
Increase billable time and cashflow
Reach and collaborate with your clients
Grow your client list
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