Ready to level up your client onboarding process? In this episode, we share real-world strategies for welcoming new attorney clients with clarity and confidence. From setting up portals and managing financial access to navigating communication styles and tech transitions, this conversation covers it all.

Whether you're dealing with solo practitioners or multi-member firms, you'll walk away with practical tips to streamline onboarding, strengthen client relationships, and tailor your approach for every legal niche.

🔑 Key Topics Covered:

Creating effective client portals & checklists
Managing bank access and financial documentation
Adapting to varied communication styles
Tackling tech challenges and legacy systems
Personalizing onboarding for different law firm dynamics
Handling financial discrepancies and setting expectations
The value of regular updates and clear communication
Offering advisory insights from day one

🕒 Time Stamps:
00:34 – Onboarding New Attorney Clients
01:21 – Setting Up Client Portals and Checklists
04:57 – Communication Styles and Tools
06:28 – Challenges with Tech Stack and Migrations
13:47 – Personalizing Client Interactions
17:36 – Importance of Regular Client Updates
21:08 – Addressing Financial Discrepancies
25:55 – Customizing the Onboarding Process
28:35 – Tips for Smooth Onboarding

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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.

In this episode the team reunite after their recent travels to dive into the foundational (and often misunderstood) world of legal bookkeeping.

From trust accounting to client cost management, the trio explores the nuanced challenges of keeping law firm books clean, compliant, and client-ready. Whether you're a new bookkeeper stepping into the legal space or a seasoned pro facing tricky transactions, this episode is full of wisdom, warnings, and a few laughs along the way.

What You’ll Learn:

How trust accounting trips up even experienced bookkeepers

The importance of knowing a law firm’s practice area

Why client costs aren’t always as simple as they seem

Real talk on cleanup projects, consulting fees, and client expectations

How economic shifts affect cash flow and AR

The evolving roles of paralegals, CPAs, and bookkeepers in financial management

Common pitfalls that derail law firm books—and how to avoid them Favorite tools and tips for continuous learning in legal accounting

04:41 – Intro to Legal Bookkeeping Basics
05:50 – Trust Accounting Challenges
07:08 – Navigating Different Law Practices
12:02 – Tips for New Legal Bookkeepers
15:14 – Handling Cleanup + Consulting Fees
17:00 – Tackling Messy Legal Books
18:11 – Client Transaction Complexities
18:50 – Economic Uncertainty & Cash Flow
20:46 – Real Estate & Market Trends
26:02 – The Role of Bookkeepers, CPAs & Paralegals
28:14 – Common Mistakes in Legal Bookkeeping
30:30 – Why Accurate Records Matter
35:16 – Final Thoughts & Favorite Resources

Whether you’re cleaning up a trust ledger or guiding a firm through cash flow chaos, this episode offers a wealth of insight (and a few road trip stories for good measure).

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 we dive into the high-stakes world of compliance in the legal industry. From managing trust accounts to navigating ethical obligations, they explore the essential role bookkeepers play in keeping law firms on the right side of financial regulations.

Through personal stories and practical insights, the trio discusses:

The day-to-day realities of maintaining compliance

State-specific nuances every legal bookkeeper should know

The power of clear documentation

The real risks of non-compliance—and how to avoid them

Whether you're a seasoned pro or new to legal bookkeeping, this episode is a must-listen for anyone committed to protecting law firms from financial missteps and upholding ethical best practices.

01:37 Main Topic Introduction: Upholding Compliance in the Legal Industry
02:27 Bookkeepers' Responsibilities and Legal Compliance
04:28 Common Compliance Issues and Solutions
07:10 Navigating Trust Accounts and Software Challenges
12:57 Ensuring Accurate Billing and Record-Keeping
13:57 Handling Payroll and Trust Account Compliance
14:14 Addressing Cash Flow Issues and Billing Practices
14:52 Ethical Dilemmas and Compliance Conversations
16:29 Fraud and Trust Account Management
20:55 Documentation and Record Keeping
26:33 Internal and External Compliance Measures

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!

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.