Financially Legal is a twice-monthly podcast with accompanying articles on the financial aspects of the business of law. Host, Dan Lear, talks with law firm leaders, academics, business professionals and thought leaders to provide compelling and provocative insights at the intersection of finance, economics, and law.

Confido Legal Release Notes - February 2024

Posted by Stephanie Watanabe on February 20, 2024

This release includes updates to Hosted Onboarding and addClient. There are no breaking changes.

Read More

Topics: Product Updates


How to Build and Scale Standard Operating Procedures (SOPs) Using Your Case Management Software

Posted by Emery Wager on February 8, 2024

In our latest Legal Case Management Jam Session, Confido Legal's Emery Wager interviewed Casita Simpson, the founder and CEO of Simpson & Associates, a company specializing in CRM design and paralegal support.

Establishing and expanding Standard Operating Procedures (SOPs) can be a challenge without a clear strategy. Many firms fail to develop and expand adoption of these SOPs, which leads to a breakdown in client communication and ensures that procedures can only be run by certain individuals at the firm. 

Read More

Topics: Legal Case Management


How to Transform Client Communication with Your Case Management Software

Posted by Emery Wager on February 1, 2024

In our latest Legal Case Management Jam Session, Confido Legal's Emery Wager interviewed Casita Simpson, the founder and CEO of Simpson & Associates, a company specializing in CRM design and paralegal support.

Client communication can take various forms, ranging from case updates to invoice delivery. One of the crucial advantages a firm should anticipate from its case management software is enhanced client communication. In this session, Casita and Emery explored strategies to leverage your case management platform for optimizing client communication.

Read More

Topics: Legal Case Management


Confido Legal Release Notes - January 2024 Part II

Posted by Emery Wager on January 26, 2024

There is one significant update in this release and no breaking changes. See below for details. 

Read More

Topics: Product Updates


How To Get Buy In For A Legal Case Management Software Transition

Posted by Emery Wager on January 25, 2024

In our latest Legal Case Management Jam Session, Confido Legal's Emery Wager spoke with Julia Taylor, the owner and managing paralegal of LevLegal, a company focused on assisting law firms with paralegal services, billing, administration and technology setup. 

Law firms often forget or fail to get buy-in from their teams in a software transition, leading to poor adoption, unrealized benefits, and in some cases, a failed implementation. In this session, Julia outlined some practical tips for bringing your team along to get the most out of your firm's new software.

Read More

Topics: Legal Case Management


How to Prepare for a Legal Case Management Software Demo

Posted by Emery Wager on January 18, 2024

In our latest Legal Case Management Jam Session, Confido's Emery Wager spoke with Lea Wold, CEO and founder of Checkmark Projects. With more than fifteen years of experience in operations, Lea shared her insights into the often-overlooked science of preparing for software demos from the buyer's perspective. While most of us sit through software demos to be sold, Lea proposed a more proactive approach that ultimately saves time and reduces the chances of picking the wrong software.  

Read More

Topics: Legal Case Management


The Release Notes - January 2024

Posted by Emery Wager on January 15, 2024

Happy new year! There are three main updates and no breaking changes in this latest release. See below for details. 

Read More

Topics: Product Updates


Episode 53: Legal Case Management Series - An Interview with Kimberly Bennett, Cofounder of Fidu

Posted by Emery Wager on January 3, 2024

In this special series focused on legal case management software, host Emery Wager explores various case management companies to help firms make informed decisions. In this episode, we welcome Kim Bennett back to the Financially Legal Podcast. Kim, the Cofounder of Fidu, shares insights into the innovative subscription legal services management platform that is reshaping the relationship between lawyers and clients.

Read More

Topics: Financially Legal Episodes, Business of Law


From DIY to a Complete Legal Case Management Solution

Posted by Emery Wager on December 21, 2023

We had an exciting discussion with Casita Simpson, the founder and CEO of Simpson Associates. Casita brings more than ten years of experience as a paralegal, working with both large corporations and small law firms, specializing in CRM design, paralegal support, and legal document drafting. We discussed when and how to upgrade from a cobbled together set of non-legal software to a complete legal case management solution. Casita has been instrumental in assisting numerous firms in this transition. In this session, she discusses the challenges, opportunities, and success stories involved in making this transition. View the session here or read on for the summary.

Read More

Topics: Legal Case Management


How Much Should You Pay for Legal Case Management Software?

Posted by Emery Wager on December 19, 2023

Have you ever experienced sticker shock while shopping for legal case or practice management software? Have you ever opted for lower-cost software to run your firm, because you just couldn't stomach the expensive option? Maybe you have even tried to cobble together solutions to stay under free trial limits?

Read More

Topics: Legal Case Management


Gravity Legal Becomes Confido Legal

Posted by Emery Wager on December 12, 2023

 

Confido Legal: Embedded Finance for Legal 

In industries like retail, software developers have great tools to embed payments into their applications. These engineers create powerful, seamless payments experiences for consumers and the businesses from which they buy. But things aren’t quite so seamless for law firms. Law firms have specific financial needs: 

  • Multiple bank accounts
  • High dollar transactions
  • A variety of payment methods; and 
  • Strict rules of professional conduct that govern how money is handled 

These idiosyncrasies prevent legal technology engineers from using best-in-class embedded payments tools. That’s where we come in.  

Read More

Topics: Confido Legal News


Episode 52: Legal Case Management Series - An Interview with Dorothy Radke of SimpleLaw

Posted by Dan Lear on November 15, 2023

In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In the latest episode, Dan interviews Dorothy Radke, Director of Strategy and Marketing at SimpleLaw, a cloud-based case management software designed to streamline the complexities of running a law firm. 

Read More

Topics: Financially Legal Episodes, Business of Law


The Release Notes - October 31st, 2023

Posted by Emery Wager on October 31, 2023

Expanded transaction handling in GraphQL API. 

Read More

Topics: Product Updates


The Release Notes - October 2023

Posted by Emery Wager on October 10, 2023

This month we have some significant updates to our GraphQL API. 

Read More

Topics: Product Updates


Legal Tech Developers: Harness the Power of Payments Using GraphQL

Posted by Emery Wager on October 10, 2023

As the legal tech industry undergoes rapid transformation and modernization, software developers are constantly seeking methods to enhance their applications and boost efficiency. Integrating online payments into complex legal case management and billing systems has long been a significant challenge in the legal tech domain.

Read More

Topics: Business of Law, Integrations


Episode 51: Legal Case Management Series - An Interview with Matt Bright of Intuit QuickBooks

Posted by Dan Lear on October 10, 2023

In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, host Dan Lear discusses the world of QuickBooks, a cornerstone in both small business and small legal tech ecosystems. This episode features Matt Bright, a Senior Product Specialist at Intuit with 23 years of experience at the company. Together, they shed light on the various ways law firms leverage QuickBooks and how it can revolutionize their financial management.

Read More

Topics: Financially Legal Episodes, Business of Law


Episode 50: Legal Case Management Series - An Interview with Brett Spooner of Clever Case

Posted by Dan Lear on September 18, 2023

In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, we dive into the world of legal case management software with Clever Case, a tool designed by attorneys for attorneys. Host Dan Lear speaks with Brett Spooner, the CEO and founder of Gravis Law and the founder of Clever Case, to explore the features, target audience, and philosophy behind this innovative case management solution.

Read More

Topics: Financially Legal Episodes, Business of Law


KYC, Anti-Money Laundering and Underwriting, or Why I Have to Submit So Much Info to Open a Payment Processing Account

Posted by Emery Wager on September 15, 2023

Introduction

Why do you have to submit so much information when applying for a payment processing account? There are two reasons:

  1. The government enlists payment processors to help combat financial crimes. As a result, processors are required to take certain steps to verify the legitimacy of a firm.

  2. When a firm accepts online payments, financial risk is created for both the firm and the payment processor. Processors ask for documentation on the firm to help prevent these losses. 
Read More

Topics: Business of Law


Episode 49: Legal Case Management Series - An Interview with Harsimran Singh of Lawcus

Posted by Dan Lear on August 23, 2023

In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Harsimran Singh, Founder and CEO of Lawcus. Lawcus offers a comprehensive solution, combining legal practice management, client relationship management (CRM), client intake, and no-code automation, all unified in a single platform.

Read More

Topics: Financially Legal Episodes, Business of Law


Episode 48: Legal Case Management Series - An Interview with Dov Slansky of Litify

Posted by Dan Lear on August 9, 2023

In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Dov Slansky, Vice President of Strategy and Innovation at Litify, a legal operating solution that helps law firms, in-house legal departments, and government agencies run smarter.

Read More

Topics: Financially Legal Episodes, Business of Law


Episode 47: Legal Case Management Series - An Interview with Dragana Milovanovic of Matter365

Posted by Dan Lear on July 20, 2023

In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Dan speaks with Dragana Milovanovic from Matter365, a user friendly cloud solution that fully integrates all data from Microsoft Office 365 applications into a matter-centric environment. With powerful add on features and Microsoft 365 applications, Matter365 is one of the most comprehensive solutions on the market today.

Read More

Topics: Financially Legal Episodes, Business of Law


Episode 46: Legal Case Management Series - An Interview with Jonathon Fishman, CEO of LeanLaw

Posted by Dan Lear on July 5, 2023

In this special series focused on legal case management software, host Dan Lear explores various case management companies to help firms make informed decisions. In this episode, Jonathon Fishman, CEO of LeanLaw, shares insights about their financial operating system designed for small to medium-sized law firms.

Read More

Topics: Financially Legal Episodes, Business of Law


Confido Legal Talks Accounts Receivable for Law Firms on CPA Academy

Posted by Emery Wager on June 20, 2023

Recently, Confido Legal teamed up with CPA Academy to host an informative webinar on optimizing accounts receivable and collections processes for law firms. This session provided practical strategies and tools to improve collection rates and streamline cash flow. With a focus on the Collections Optimizer, participants explored various billing models and table stakes items that contribute to enhanced collection rates. In this blog post, we'll delve into the highlights from the webinar and uncover the valuable insights shared.

Read More

Topics: Business of Law, Integrates with Confido Legal


Confido Legal and QuickBooks Team Up to Streamline Payment Processing for Law Firms

Posted by Dan Lear on April 3, 2023

We are excited to announce that Confido Legal has teamed up with QuickBooks, the leading small business accounting platform, by formally joining the QuickBooks Solution Provider Program. In combination with Confido Legal’s QuickBooks integration - the only legal-specific payments integration in the QuickBooks store - Confido Legal and QuickBooks are truly better together.

Read More

Topics: QuickBooks Integration, Business of Law, Integrations


Testing Out Confido Legal and ChatGPT

Posted by Emery Wager on March 24, 2023

Today we spent some time testing the new plugins feature for ChatGPT. Specifically, we took a look at the Zapier plugin, which allows you to connect thousands of apps and their Zapier Actions to ChatGPT. Of course, we used the Confido Legal Zapier Actions as our test case. 

Read More

Topics: Business of Law, Confido Legal News


Introducing Confido Legal's "Fast Transfers"

Posted by Dan Lear on March 22, 2023

Confido Legal is thrilled to announce the launch of Confido Legal "Fast Transfers." Efficient payment processing is essential for modern law firms to maintain financial stability and to continue providing exceptional services to their clients. That's why we've designed Fast Transfers to streamline your payment process and get your money quicker.

Read More

Topics: Business of Law, Payments, Transfers


ABA Techshow 2023 Highlights

Posted by Amos Chapman on March 8, 2023

The 2023 American Bar Association TechShow in Chicago was an exciting event for the Confido Legal team. We were thrilled to attend in person to announce our integration with Fidu Legal, during the event. This powerful integration allows law firms to, among other things, embed subscription payment forms directly into their client intake process, providing a seamless payment experience for their clients.  

Read More

Topics: Subscriptions, Integrations, Fidu


Embedded Subscription Payments Live in Fidu

Posted by Dan Lear on March 1, 2023

As we continuously expand the value and power of Fidu, we are thrilled to announce a strategic partnership with Confido Legal, an innovative payment processing and money management solution for law firms. This partnership was unveiled at the American Bar Association Technology Show held in Chicago.

Read More

Topics: Business of Law, Integrations


Announcing the Confido Legal Litify Integration

Posted by Emery Wager on January 30, 2023

For law firms looking to automate firm-specific processes, customize workflows and provide a highly tailored client experience, Litify is the platform. Built on Salesforce, Litify combines the flexibility of the cloud’s most powerful CRM with a dynamic, legal-specific toolbox to transform your firm into an efficient, collaborative growth machine. 

Read More

Topics: Confido Legal News


The Power of Measuring Your Law Firm’s Return on Investment (ROI)

Posted by Emery Wager on January 10, 2023
If you invest a dollar into your law firm, what do you expect to get back?

Why is the answer to this question so important? It helps you decide what initiatives to pursue and what initiatives to cut. It also tells you whether you are building the right financial opportunity for yourself and your partners. If you are only getting a dollar out for every dollar you put in, you’d be better off keeping that dollar. If this is the case, it’s time to rethink the firm’s strategy and take a closer look at the financial “leaks” in the business. 

Read More

Topics: Business of Law


Let us help reduce the cost and improve the client experience associated with accepting payments.

Schedule Demo