by Diana Halenz | Nov 20, 2015 | Clio, Law Firm Accounting, Xero
In Mid-October, I noticed that although the attorneys that I work with were approving bills in Clio, they were stuck in Draft in Xero. “That’s no problem, I’ll just approve them manually in Xero” I thought. Then I noticed that changes in Clio to any bills in draft...
by Diana Halenz | Nov 18, 2015 | Business Management, Clio, IOLTA, Law Firm Accounting, Law Firm Practice Managment, Xero
As a technology-loving accountant, I am frequently asked for recommendations for software to do this or that, including the “perfect platform” for a business or law firm. The answer is: there isn’t one. There is no one size fits all answer to the...
by Diana Halenz | Jul 10, 2015 | IOLTA, Law Firm Accounting, Xero
Cloud software is being refined and with its maturity, is paving the way for law offices to perform more efficiently than ever before. Just a few years ago, a sole practitioner needed bricks and mortar, a secretary and/or paralegal, and volumes of books just to get...
by Diana Halenz | Jun 19, 2015 | Xero
I recently decided to focus my practice on Xero. Xero, the accounting system, just in case you didn’t know and didn’t want to ask. Why on earth would I decide to focus my practice on supporting clients with this software that most of the business world hasn’t even...
