If you're regularly entering the same journal entries—like monthly depreciation or rent—into ProLaw, there's a simple way to save time and eliminate repetitive tasks: Recurring Journal Entries. In this post, we’ll walk you through what recurring journal entries are, how…
You've invested in Surepoint's Coyote Analytics – a powerful platform designed to bring clarity to your financial and operational data. But having a sophisticated system is one thing; truly understanding and leveraging it to drive your business forward is another.…
We recently attended the Elite Vantage conference in Orlando, and it was an incredibly rewarding experience! The opportunity to connect with fellow legal professionals and discuss the future of the industry was truly phenomenal. One of the most exciting aspects…
Efficient payment processing is key. For ProLaw users, the ability to generate NACHA (National Automated Clearing House Association) files directly within the system offers a powerful way to streamline electronic payments, saving time and reducing manual effort. This guide will…
Managing client retainers effectively is crucial for law firms, ensuring consistent cash flow and uninterrupted service. While traditional retainers require manual monitoring and replenishment, ProLaw offers a powerful way to automate this process through "evergreen" or "replenishing" retainers. This not…
Tired of sifting through endless lists to find the exact information you need? We've got good news! Within the Matters, Contacts, and Time sections, a powerful little tool awaits: querying. This unassuming option is your key to creating highly specific…
You need a docket to recur a specific number of days after it's marked "done." Seems simple enough, right? You try setting up a recurring docket that references itself, but then you hit that first snag: when you initially create…
In the fast-paced world of legal practice, efficient document management is paramount. ProLaw offers a suite of features designed to help you keep your documents organized, accessible, and secure. Let's dive into some lesser known functionalities that can significantly enhance…
In today's fast-paced world, knowing where your time goes is crucial for maximizing productivity and achieving your goals. That's why we're excited to highlight a fantastic feature within ProLaw Workspace: the built-in Timer! Forget juggling external timers or trying to…
When crafting reports, whether for printing or digital export as a PDF, one of the foundational aspects to consider is the concept of margins. These seemingly simple boundaries play a crucial role in defining the usable space for your content…