Best Of: Learn how KPIs drive law firm success. Sarah and Steve share practical tips to track growth, performance & profitability.

01:43 Introduction to KPIs for Legal Practices
03:18 Client Development and Growth KPIs
06:44 Client Retention and Referral Strategies
14:59 Efficiency and Productivity KPIs
17:48 Tracking Time and Email Management
18:31 Implementing Metrics and Tools
19:16 Charting Software and KPI Involvement
21:59 Key Metrics for Law Firms
23:37 Client and Employee Satisfaction
24:12 Open and Closed Matters
25:01 Adapting to Market Changes
26:32 Trust Ledger Balance
27:48 Implementing KPIs Effectively
29:06 Celebrating KPI Successes

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Find us on YouTube as well!

If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

Discover the best law firm billing software options and learn how to choose the right solution for trust management, compliance, and efficiency.

00:41 Introduction to Law Firm Billing Software
02:07 Key Features to Consider in Legal Accounting Software
03:32 Listing Popular Legal Billing Software
05:55 Challenges in Adopting New Software
08:32 All-in-One vs. Ecosystem of Platforms
12:45 Importance of Customizable Reports and Permissions
14:20 Challenges in Software Acquisition
14:34 User Interface Importance
14:58 Vendor Interactions and Support
15:31 Choosing the Right Software
17:43 Practice Area Considerations
26:07 Software Trials and Demos

Be sure to subscribe for more episodes!
Find us on YouTube as well!

If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

In this episode of Accountants Law Pod, our hosts sit down with Emery Wager, from Confido Legal, a payment processing platform designed exclusively for law firms. Together, they explore the complex world of legal payments and how technology is reshaping the way firms manage transactions.

💡 What You’ll Learn in This Episode:

The origin story of Confido and how it’s grown into a trusted payment solution for law firms.
Why payment processing for attorneys comes with unique compliance and regulatory challenges.
How features like split payments, digital disbursements, and AI-supported fraud prevention give law firms an edge.
The role of cutting-edge security in protecting client funds. How client-focused design is simplifying billing and boosting firm efficiency.
A sneak peek into Confido’s future enhancements for the legal industry.

Whether you’re an accountant, bookkeeper, or attorney, this conversation sheds light on how payment innovation can reduce risk, improve compliance, and create a smoother client experience.

🎧 Tune in to hear Emery’s journey, the tech behind Confido, and practical insights for law firms navigating today’s financial landscape.

Resources from this episode:
Chargebacks for Law Firms
State By State Guide to Surcharging
State By State Guide to Disbursing Funds Electronically

00:32 Special Guest Introduction: Emery
01:10 Emery's Background and Confido Legal
04:02 Client-Focused Approach and Customer Service
08:19 Navigating Payment Processing for Law Firms
12:39 Challenges and Solutions in Payment Systems
17:22 Fraud Prevention and Security Measures
19:42 Innovations in Payment Processing
26:56 Discussing Pricing and Payment Collection
27:33 Evergreen Retainers in Family Law
28:27 Weekly Billing Practices
28:52 Merchant Services and Fees
35:07 Security and Fraud Prevention
43:55 Future of AI in Legal Payments

Be sure to subscribe for more episodes!
Find us on YouTube as well!

If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.