Agenda

• What are Trust & General Ledgers? What does it take to maintain them
• What are Receivable and Disbursement Journals, why do you need to maintain them?
• What is reconciliation? Can this process be simplified?
• What is a Fee Book? Why should a firm need to maintain it?
• What are other compliance documents like Form 9A, Deposit Slip etc?
• How much time do you spend on all the above if you do this in a seamless way? Is it 10 minutes or 3hrs per week?
• Benefits of using a Legal Accounting Software

Agenda

• • How to intake contact in web
  • How can you intake on the phone
  • Importing a contact in Phone both iPhone and Android
  • Documents you can generate after you intake a contact
  • Grouping contacts
  • Law Society Requirements after you intake a client
    • Client ID Verification
    • Retainer Letter
    • Authorization Letter
    • and much more
  • Importing and exporting Contacts
  • Live Demo

Agenda

• What is the difference between Disbursements and Business/Office Expense
• What are Disbursements and how to manage them
• Why not do it all out of Trust Account. What are the key benefits.
• Types of General Disbursements (Billable or Actuals, Unit Rate expenses, Mileage, Travel Time, Recovery of Expenses, Outsourced work or Consultancy)
• What are the expectations of your Law Society when it comes to disbursements
• What are Business/Office Expenses and how to manage them
• Types of Expenses (Office Expenses, Rent, Corporate Tax, Interest & Bank Charges, Salary and much more)
• What is the Expense Book?
• Analytics for Expenses

Agenda

• Analytics for Desktop
• Analytics for Mobile
• Live Demo

Agenda

• What is Bx, Ux, Cx & Px mean?
• Why and how to be Bx Cognitive?

• The Business of branding
• How to think, breathe and live branding
• Business Automation and tieing it to Ux & Cx
• Benefits of Practice management and Legal Accounting software and its contributions to Px

Agenda

• Live demo of all reporting options and show their value
• Live Demo