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31 Oct 2014
LexisNexis CounselLink Standard Reports: Where to begin?
Recently, I have received many requests regarding CounselLink Reporting and more specifically the large cache of Standard Reports offered to CounselLink users. As a LexisNexis CounselLink Trainer , I teach clients how to run, manipulate and save these...
24 Oct 2014
Oh, Magic 8 Ball….what is the answer?
Oh, Magic 8 Ball….what is the answer? Whenever I encounter crossroads in life, whenever I am unsure about what to do, I turn to the foremost adviser that’s been dispensing wisdom to people of all ages since the 1950s. No, it’s not my mom (but don’t...
6 Oct 2014
Handling Interest (IOLTA) and Bank Fees when Reconciling your Trust Accounts – Juris
Do you make Journal Entries or Reconciling Entries to account for interest and/or bank fees in your Trust account? Do you have issues with your Trust Account Balance report not matching your Trust Asset General Ledger balance? If you answered “Yes”...