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Accounts Receivable for Law Firms: Unlock the Power of Advanced Financial Tools
Business Management and Organization

ACCOUNTS RECEIVABLE FOR LAW FIRMS: UNLOCK THE POWER OF ADVANCED FINANCIAL TOOLS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 15, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendAttorney
CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

Are you prepared to transform the way law firms manage their accounts receivable? This webinar is designed exclusively for accountants eager to make a lasting impact on law firm finances. Help law firms reach their potential by identifying common financial inefficiencies and how to address them with strategic advice and cutting-edge tools like QuickBooks and its app directory of legal-specific plugins. Learn how to balance innovative financial solutions with the unique legal rules of professional conduct.

We'll analyze real-life cases to demonstrate the top accounts receivable-related challenges law firms face and how you can guide these firms to success. Stay ahead of the curve as we explore emerging trends and important topics at the intersection of money and the business of law, including


  • Unleashing the power of automated evergreen retainers with QuickBooks

  • The mechanics of charging clients a fee for credit card payments

  • Implementing third-party financing (buy-now-pay-later) options

  • Utilizing automated stored payment methods for outstanding client balances

  • Adapting to the future by accepting cryptocurrency for legal fees


Take advantage of this opportunity to elevate your accounting practice and become a sought-after financial expert for law firms. Register today.

Learning Objectives:


  • Identify common financial inefficiencies and how to address them with strategic advice and cutting-edge tools like QuickBooks and its app directory of legal-specific plugins

  • Determine how to balance innovative financial solutions with the unique legal rules of professional conduct

  • Give examples of real-life cases to demonstrate the top accounts receivable-related challenges law firms face and how you can guide these firms to success

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dan Lear

Gravity Legal
Co-founder/Head of Marketing and Partnerships
[email protected]

Gravitylegal

Dan Lear is a lawyer, legal industry gadfly and cofounder of Gravity Legal. As a practicing attorney he advised technology companies from startups to the Fortune 100. Since his transition from tech lawyer to legal technologist Dan’s been mentioned, featured, or published widely in the legal industry press and spoken to legal and non-legal audiences in a number of settings including at SXSW Interactive, Ignite Seattle, Georgetown University, Stanford University, ReInvent Law, and the National Conference of Bar Presidents.

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Emery Wager

Gravity Legal
Corporate Development
[email protected]

Gravitylegal

Emery grew up in Seattle, Washington and began his professional career as an engineer at a medical device startup in Silicon Valley before joining the United States Marine Corps and earning a position as an infantry officer. He completed two tours to Afghanistan – one as a platoon commander and one as a company executive officer – before leaving active duty and writing a novel, How to Name a Generation. In 2013 Emery joined the team at Gravity Payments where he was a leader in many different parts of the business from product management to marketing and business development. Five years ago, he developed the concept for Gravity Legal and has been focused on finding ways to help law firms succeed as businesses ever since.

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Debbie Phillips-Williams

Intuit
Partner Development Manager
[email protected]

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Debbie has spent the last decade at Intuit helping businesses level up their finances. She currently works with the QuickBooks Solutions Providers or QSPs, including several legal tech companies with deep integrations to the QuickBooks platform.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.