Resource Articles

Run the engagement letter workflow from intake to matter opening: who drafts, which data feeds it, approval, signature, unsigned letters and billing setup.

What LEDES is, how the 1998B and XML formats differ, where UTBMS codes fit, why e-billing invoices get rejected and what to check before you submit.

A practical month-end close for law firm bookkeeping: time cut-off, WIP review, cash allocation, trust three-way reconciliation, A/R aging and partner sign-off.

How law firms set up a client payment plan: what the written arrangement covers, how installments map to invoices, card vs eCheck, and trust questions.

Choose the first documents to automate by volume, variability and risk, map the matter data each template needs, and govern templates before measuring results.

Selection criteria for legal document management software: matter filing, email, versions, ethical walls, search, retention, legal holds and migration.

A map of law firm software by system: matter management, time and billing, accounting and trust, documents, CRM, conflicts, e-billing and analytics.

How in-house legal teams should evaluate matter management software: intake from the business, outside counsel spend, accruals and reporting to the GC and CFO.

How to judge a law firm CRM: relationship data, referrals, intake handoff, conflicts boundary, permissions and reporting, plus a scored demo test script.

What legal case management software covers, how it differs from practice management and finance, and a demo test script a law firm can run on its own matters.