Streamline Your Billing: For legal professionals, efficiency is key. When it comes to billing, managing and distributing prebills can be a time-consuming task. Imagine the convenience of consolidating multiple prebills into a single, easily accessible PDF. Today, we'll explore how…
We've all been there: that sinking feeling when you realize you've accidentally voided a check. Fortunately, there's usually a way to reverse this action and "unvoid" the check. However, it's not quite as simple as clicking a button. This guide…
Introduction This blog outlines the three-way IOLTA reconciliation process within ProLaw. Key Considerations: Bank Statement Balance vs. ProLaw Bank Balance: These two figures should always be identical. Discrepancies indicate potential errors in bank statement entry or reconciliation within ProLaw. ProLaw…
Problem: Voiding client hard cost advanced checks creates a negative charge in Transactions, even if the matter has been closed. This can cause extra data entry to resolve, but can be avoided by using the “manual void” process. This works…
2024 1099 Filing Change for ProLaw As we approach the end of the tax year, we want to ensure you are aware of critical changes regarding 1099 filings for tax year 2024. Changes to Electronic Filing Requirements The Internal Revenue…
Use the copy button in Journals Change the amount of the first entry to what you are paying now and change the amount of the second entry to the remaining balance. For the reference number, add something like “-A” to…
Transfer fees and / or costs between matters, professionals, or fees to costs in ProLaw Problem: One attorney received fee credit in error. The client has paid the bill, but the analysis reports need to reflect a different professional for…