Financially Legal
Learn about legal compliance, payments, trust accounting, and best practices, written for law firms and legal tech teams.
Retainers Without the Trust Account - Payments on File for Law Firms
Trust or IOLTA accounts evoke feelings of fear and frustration. Untangling trust accounting mistakes can devour precious hours.
How to Dispute a Chargeback for Law Firms
This article outlines the actions your firm can take after receiving notice of a chargeback.
Understanding Financial Statements for Law Firms
An attorney would do well to learn the basic terms of the financial statements. Understanding each one will help an attorney profit and make adjustments.
Sample Collections Workflow
To help law firms improve their collections processes, we created a sample collections workflow.
The Complete Guide to Payment Processing for Law Firms
Most law firms do at least a portion of their business by issuing ongoing invoices. For these firms, the data is clear: Electronic payments matter.
Dan Lear Talks Subscription Legal on Five Star Counsel Podcast
Dan Lear talked subscription legal services with Houston Estate Planning attorney John Strohmeyer, of Strohmeyer Law, on John's podcast Five Star Counsel.
Dan Lear Featured on Allison Williams' Crushing Chaos Podcast
Allison Williams interviews Confido Legal's Dan Lear about strategies to get paid quickly, increase collection rates and reduce the associated costs.
Virtual Event - Work Less, Earn More - How to Make 2021 Your Law Firm's Best Year Yet
Even with the effects of COVID still lingering, we have an opportunity to make 2021 our firms' best year yet.
How the heck do I use Zapier?
This post explains the basics of Zapier and how it works with Confido Legal.
How to Protect Your Law Firm from Chargebacks
How law firms can protect against chargebacks from clients.
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