Training Webinar: Accounts: Year End – Legal Practice Management Software | PracticeEvolve – 14th March

This session we will look at each step required to run your year end to include: Review pre adjustment Trial Balance; Record journal entries; Perform final bank reconciliation; Record post-closing entry; and Lock down Journals.

Helm360’s Automated 3E Testing Tool: Application testing that will transform your firm

How many times have you hesitated upgrading to the latest version of 3E because you don’t have the time and manpower to perform functional testing? One? Two? Twenty?

PII Renewal Support with InfoTrack – Mar 3, 2023 11:00 AM London

Professional Indemnity Insurance renewal can be stressful and usually involves significant resources to compile the data required by insurers. However, providing the insurer with more information about your processes can significantly reduce your premiums.

Conscious Solutions blog: Why should my law firm have an SEO audit?

SEO audits are a vital component of any SEO strategy for law firms. They help bring to the surface any performance issues such as duplicate content, low page speed, inaccurate information and bulky images.

Acting for Lenders: tips, traps and recent developments with InfoTrack – Mar 2, 2023 11:00 AM London

Acting for lenders, and providing an independent service to both lender and borrower, can prove challenging at times, with severe consequences if mistakes are made.

Digital Post-Completion with InfoTrack – Mar 1, 2023 11:00 AM London

Post-completion has undergone a significant ‘digital shift’ in recent years, most recently with the switch to AP1 submissions. InfoTrack has been a key partner in many firms’ journey through digitisation with a platform that has significantly streamlined the post-completion processes.

Rising digital assets – what do they mean for probate professionals asks Exizent

The increasing number of digital assets in the modern world has brought with it, new challenges to estate planning and administration. The shift from paper-based billing to digital payments and the rise of cryptocurrencies has created a complex web of digital assets that must be accounted for.

Training Webinar: Safe Custody & Archiving – Legal Practice Management Software | PracticeEvolve – 28th February

In this session, we will look at how we can create and manage a Safe Custody record within PracticeEvolve. We will also be looking at how to archive matters and clients.

Preparing for an economic slowdown: A law firm playbook for building stronger in 2023 from HBR

A looming economic downturn has clouded law firms’ 2023 planning. After two strong years of profit-driven by pandemic-related anomalies, firm leaders are facing slowed demand for services, pressure on rates, and an unstable talent landscape.

4 signs your law firm needs digital workflows according to Sysero

In today’s digital era, many law firms are unlocking the power of automation to transform once-manual processes into streamlined digital workflows.