Year End Thoughts
As the year starts to wrap up, it feels so good to finally slow down and take a look back at everything that’s happened. It’s a time to think about the high points that made us smile and even the…
How to Create a “Recycle Bin” for ProLaw Events (and Save Yourself a Headache!)
Have you ever had a user accidentally (or intentionally!) delete an important event in ProLaw, only to realize later that the document or information is gone forever? If you allow users the ability to delete events, they are permanently deleted.…
Changing Banks – Steps to Setup New Checking Accounts in ProLaw
Add new accounts into ProLaw. Add new operating account. Add new trust accounts. Add new trust liability account. [Each trust checking account should have its own dedicated trust liability account.] Statement Format Changes. Auto Apply Unapplied - For Statement Formats…
Fixing a Client Hard Cost Credit in ProLaw
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…
The Case for Consolidation: Simplifying Your ProLaw Statement Formats
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,…
Planning a Seamless ProLaw Upgrade: A Guide to the Latest Version
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…
ProLaw Credit Memo Confusion? Here’s How to Handle Vendor Refunds
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…
Streamline Your Finances with Automated Bank Reconciliation in ProLaw
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…
Turbocharge Your ProLaw Workflow: The Power of Abbreviations
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…
Understanding Check Management: Spoil vs. Void vs. Manual Check
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…