Financially Legal
Learn about legal compliance, payments, trust accounting, and best practices, written for law firms and legal tech teams.
Security on Confido Legal
Whether meeting the minimum with PCI compliance or going beyond bank-grade with SOC 2, this post describes the Confido Legal approach to security.
Episode 41. Can offshore virtual staffing help you grow and scale your law firm? An interview with Brett Trembly from Get Staffed Up and Trembly Law Firm
How offshore virtual staffing can help a law firm grow and scale. A conversation between Financially Legal host, Dan Lear, and Brett Trembly from Get Staffed Up and Trembly Law Firm
Episode 40. What's a CRM? And what can a law firm do with it? Announcing the Confido Legal/Lawmatics Integration with Matt Spiegel, CEO of Lawmatics
Announcing the Confido Legal/Lawmatics integration including Lawmatics payments, powered by Confido Legal.
Episode 39. Why do lawyers struggle to get paid for the work that they do? Julie Steinbacher from Steinbacher, Goodall & Yurchak and The Million Dollar Solution
A conversation with Julie Steinbacher from Steinbacher, Goodall & Yurchak and The Million Dollar Solution about how and why lawyers struggle to get paid.
Financing for Law Firms Now Available Through Confido Legal
To give you the flexibility to take a matter on contingency or take advantage of growth opportunities, we're launching Confido Legal Law Firm Financing.
QuickBooks for Lawyers and Law Firms
QuickBooks for lawyers. This article helps law firms determine how to accept and account for payments into a trust or IOLTA account.
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.
Episode 38. What are the roles of financial metrics and your physical workplace in the seven essential parts of a law firm? Interview #4 of 4 with RJon Robins
The fourth and final part of our multi-part series with RJon Robins on the seven essential parts of a law firm. This episode covers parts five and six: the firm's physical location and financial controls.
How to Dispute a Chargeback for Law Firms
This article outlines the actions your firm can take after receiving notice of a chargeback.
Episode 37. What is the role of profit in your law firm? An interview with Brooke Lively from Cathedral Capital
Brooke Lively from Cathedral Capital joins Financially Legal host Dan Lear to discuss profit, the importance of the billable hour, and the law firm engagement letter.
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