Law firm guides for the lawyer, not the client.
How to disburse a settlement, what belongs on a closing statement, and the trust rules that turn a bookkeeping slip into a bar complaint. Written for the person doing the work.
How to disburse a personal injury settlement →
The order the eight steps have to happen in, and the three that end careers.
What goes on a settlement statement →
Line by line, from gross recovery down to net to client.
How to reconcile an IOLTA account →
The three-way reconciliation, step by step, and how to find the difference when it breaks.
Do flat fees belong in the trust account? →
Unearned versus earned on receipt, what your state probably requires, and how to draw the fee down.
Payment plans that actually collect →
Structuring installments, holding the unearned part in trust, and what to do when one goes quiet.
Is ChatGPT HIPAA compliant for law firms? →
What HIPAA actually asks of a law firm, what your ethics rules ask, and what to check before uploading a record.
How to run an online mock jury →
Recruiting the panel, presenting the evidence, writing questions that reveal something, and reading the result.
What a trial focus group costs →
Where the money goes in a traditional panel, and how to test a case on a smaller budget.
How to switch case management software →
What to move, in what order, and how to prove the trust balances arrived intact.
What free migration actually covers →
The nine questions to ask any vendor before you believe the word free.
Do you actually need case management software? →
The five conditions that decide it, and why "not yet" is a real answer.
Software vs spreadsheets and Google Drive →
Where the DIY stack genuinely works, and the three jobs it cannot do.
Why carriers reject LEDES invoices →
Format failures, guideline reductions, and the appeal that is worth writing.
How to build a client intake process →
Seven steps from first contact to open matter, and the two places leads leak.
How to run a conflict check properly →
Who belongs in the search, when to run it, and what to record afterwards.
Building your own case management system →
What the DIY stack does better, what maintenance actually costs, and where to draw the line.
QuickBooks and law firm trust accounting →
The structural gap, what the workarounds cost, and why bookkeeping is built in instead.
What changes as your firm grows →
Solo, small, mid-size and multi-state: which problem you are solving now, and which arrives next.
Can AI summarize medical records? →
The chronology, the billing and the gaps, and the ten lines you check before trusting two hundred.
Can AI write a demand letter? →
The six things a demand has to carry, and the five-minute check before it goes out.
Which software has AI built in? →
Four things called the same name, and the one question that separates them.
What legal AI actually costs →
Per seat, per credit, per document or included, and the five costs left off the comparison page.
Using AI without exposing client data →
What is safe to type, what re-identifies a client, and the five decisions to make this week.
How to export your data from your current software →
Menu paths for Clio, MyCase, Filevine, PCLaw and 34 more, and what each export leaves out.
Stop doing this part by hand.
CaseFuze keeps the ledger, writes the statement, and prints the checks. $49 per user.