Even with the most meticulous bookkeeping, sometimes things go awry. A common scenario for legal practices is a hard cost credit that results from voiding a check. This can happen if a duplicate payment was made, and now you have…
In the world of professional services, particularly in law firms, the seemingly endless variety of billing statement formats can be a major source of inefficiency. It's a problem we see time and again: a firm with dozens, sometimes even hundreds,…
Upgrading your law firm's core business management software is a significant undertaking. While the promise of new features, enhanced security, and streamlined workflows is exciting, a successful ProLaw upgrade requires careful planning and a strategic approach. Skipping these crucial steps…
Have you ever received a credit from a vendor and felt a little lost trying to record it in ProLaw? The process can be a bit confusing, especially since a "credit memo" from the vendor actually results in a…
Managing bank reconciliations can be a time-consuming task, but with ProLaw's automated bank reconciliation feature, you can significantly streamline the process. This powerful tool allows you to efficiently reconcile bank transactions by importing a file directly from your bank, accessible…
In the fast-paced legal world, every second counts. From drafting narratives to entering contact details, repetitive typing can be a major time drain. But what if there was a simple way to instantly expand a few characters into a full…
In today's fast-paced legal environment, staying on top of your firm's performance is crucial. But who has time to constantly run reports and manually compare data? What if you could have a real-time, at-a-glance view of your firm's key metrics,…
In the world of financial transactions, managing checks accurately is crucial. Whether you're dealing with printed checks, accidental errors, or changes to payment details, knowing the right action to take can save you time and prevent headaches. Let's break down…
The Key Performance Indicator (KPI) Dashboard in Surepoint's Coyote Analytics is a powerful tool designed for rapid access and interpretation of critical operational metrics. It offers immediate, customizable data visualizations to significantly enhance your analytical capabilities. This dashboard surpasses static…
For many law firms and their clients, the traditional hourly billing model is becoming a thing of the past. Enter Alternative Fee Arrangement (AFA) project billing, a flexible and increasingly popular approach that offers predictability and transparency. While it shares…