Cosmolex Webinar Series

Fixing the Broken Link Between Your Billing and Accounting Workflows

On-Demand Now

Legal billing and accounting workflows can often become disjointed, resulting in inefficiencies and mistakes that can significantly impact your firm's bottom line. In this on-demand webinar, we will explore ways to fix the broken link between your legal billing and accounting workflows.

We will discuss practical strategies and tools to streamline the process, reduce errors, and ensure accurate billing and accounting, especially with trust accounting.

Learning Objectives:

  • Identify common pain points in legal billing and accounting workflows and understand how they can impact your firm's profitability.
  • Learn practical strategies for integrating your expenses, invoicing, payments, and trust accounting workflows, including tools that can help automate and streamline the process. 
  • Get actionable insights to improve your firm's billing and accounting processes. 
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Name: Brian Walthall

Title: Senior Product Specialist

Company: CosmoLex

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About Our Guest Expert

Brian Walthall is a Product Specialist at CosmoLex. With a career background that spans various industries, Brian has a history of working with a diverse range of clients to help them reach their goals and find the products that fit their needs.

At CosmoLex, Brian helps legal professionals throughout the U.S. and Canada assess their practice management setup and he teaches them how utilizing a cloud-based solution could enhance the way they run their law practice. When he’s not helping lawyers, Brian enjoys spending quality time with his cat Hugo.

About Our Guest Expert

 

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Larry Port
Larry Port has worked with thousands of law firms worldwide since 2008 when he started the first cloud-based legal practice management software company, Rocket Matter. In 2016, he started the legal payment processing company LexCharge. His experience running a technology company and insight into law firm operations led to his co-authoring of the #1 bestselling ABA book, The Lean Law Firm.
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Lauren Barkan
Lauren Barkan has worked at _Redgrave & Rosenthal¸_ a boutique estate planning firm in Boca Raton, Florida, at _Strategic Solutions Network_ in Boca Raton, Florida and as Counsel at Advanstar Communications, one of the nation’s largest media and trade show companies in New York City.

 

What Our Clients Are Saying...

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There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.

Rebecca Norton | On Point Legal, Louisiana

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We needed to find an alternative solution to PCLaw, as we were moving to a cloud-based system. It appeared the employees at CosmoLex had more experience in migrating the data from PCLaw to CosmoLex.

Andrea C. Kryszak | Kryszak & Associates, Co., LPA

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Using a third-party platform for accounting didn’t make sense anymore…conflict check approach is good and I like the ability to handle my accounting within the case management software.

Andy Patzig | Patzig Law