Financially Legal
Learn about legal compliance, payments, trust accounting, and best practices, written for law firms and legal tech teams.
How to know if you have the wrong LCM software and what to do about it
Casita Simpson of Simpson and Associates and Emery Wager of Confido discuss how to know if you have the wrong LCM software and what to do about it.
Are Your Firm's Operations Set Up to Scale?
Casita Simpson of Simpson and Associates and Emery Wager of Confido discuss whether your firm's operations are set up to scale.
The Principles of Building No-Code Workflows in Your Legal Case Management Software
Casita Simpson of Simpson and Associates and Confido's Emery Wager discuss the principles of building no-code workflows in your legal case management software.
PART II How to Build and Scale Standard Operating Procedures Using Your Case Management Software
Casita Simpson of Simpson and Associates and Confido's Emery Wager discuss the part II on how to build and scale Standard Operating Procedure (SOP) using your case management software.
How to Identify What's Important to You in Case Management or CRM Software for your Law Firm
Lindsey Corbin, the founder and CEO of Delegate Legal, and Confido's Emery Wager discuss how to build and scale Standard Operating Procedure (SOP) using your case management software.
How to Build and Scale Standard Operating Procedures (SOPs) Using Your Case Management Software
Casita Simpson of Simpson and Associates and Confido's Emery Wager discuss how to build and scale Standard Operating Procedure (SOP) using your case management software.
How to Transform Client Communication with Your Case Management Software
Casita Simpson of Simpson and Associates and Confido's Emery Wager discuss how to transform client communication with the help of case management software.
How To Get Buy In For A Legal Case Management Software Transition
Julia Taylor of Lev Legal and Confido's Emery Wager discuss how to get buy-in from your team during a legal case management software transition.
How to Prepare for a Legal Case Management Software Demo
Lea Wold and Emery Wager discussed how to maximize the value of software demos for law firms.
From DIY to a Complete Legal Case Management Solution
We discussed when and how to upgrade from a cobbled together set of non-legal software to a complete legal case management solution.
- Business of Law
- Firm Financials
- Financially Legal Episodes
- Accounting
- Surcharging
- Business and Culture
- Confido Legal News
- Product Updates
- Credit Card Fees
- Legal Case Management
- Subscriptions
- Key Performance Metrics
- IOLTA
- Integrations
- Lawyer Communities
- Industry
- Zapier
- Company
- Partnerships
- Payments
- Press
- QuickBooks
- QuickBooks Integration
- Stored Payment Methods
- Apple Pay
- Civil Rights
- Clients
- Fidu
- Flat Fee Billing
- GPay
- Invoices
- Payment Methods ,Subscriptions
- Payment automation
- Product
- Venmo
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