Posts by Lisa Teet
Vendors optimize demos to impress, which is how evaluations go wrong. Build a requirements matrix first, then use these demo questions, traps to avoid and a weighted scoring model to compare platforms on what your firm actually needs.
Profitability reports often draw quiet skepticism in partner meetings, and often it is earned. Here is where matter-level numbers go wrong, the questions to ask before trusting a report, and what reliable profitability reporting requires from your platform.
Aging financial systems rarely fail in a single dramatic outage. They fail quietly: through workarounds, brittle integrations, and processes that “work” because your team has learned to compensate. For many large law firms, the movement towards modern law firm financial management software begins when finance and IT leaders recognize that the current platform is no…
Managing e-billing rejections and appeals drains resources and delays payment. Learn the most common causes of rejected law firm invoices and how to prevent them before sending.
Nobody teaches billing in law school, and yet an attorney’s billed time is how the work becomes a livelihood. This is the manual most lawyers never get: how attorney billing works, how to record time so it gets paid, what block billing is and why to never do it, and the habits that separate attorneys…
Unlock a smooth transition for your law firm’s new financial management software with this comprehensive guide to data conversion, covering preparation, stages, and essential tips.
Enterprise law firms can’t reach their full profitability potential without modern financial management software. At the same time, law firm financial software upgrades carry some inherent risk, and additional challenges can arise without proper planning. This guide explores legal software implementation challenges and offers proven solutions for minimizing risk exposure. Challenge 1: Resistance to Change …
Learn how Orion Cloud offers secure, reliable, and accessible cloud storage solutions, freeing law firms from on-premise burdens while supporting remote work and ensuring data integrity.
Many corporate clients today require law firms to submit invoices electronically rather than through traditional paper or PDF billing. This requirement has led to widespread adoption of law firm EDI software, which helps firms generate and submit structured electronic invoices that meet client billing guidelines. For law firm administrators, finance teams, and legal operations professionals,…
Accepting electronic payments is one of the most practical steps a law firm can take to strengthen its financial operations. For clients, it means more convenience and greater flexibility. For the firm, it means faster collections, fewer errors, and reduced exposure to check fraud. This guide covers why electronic payment processing matters for law firms,…