Rocket Matter Adds New Functions Today to Its Practice Management Platform

By

Rocket Matter today rolled out three enhancements to its cloud-based practice management platform: document folders, role-based access and printable calendars.

The document folders function allows users to organize documents within the system using nested folders. Previously, Rocket Matter used only tags to organize documents. With folders, users can create their own hierarchical structure…

Clio Unveils Feature to Create and Track Requests for Trust Funds

By

The practice management platform Clio today is introducing Trust Requests, a feature that helps lawyers create and track requests to clients for payments of funds into trust accounts.

The feature operates in much the same way as Clio’s invoicing system, but along an entirely separate accounting stream to keep trust deposits and…

TrustBooks is Trust Accounting Made Simple and Painless

By

Tom Boyle was a CPA doing bookkeeping for small law firms in North Carolina when he decided there had to be better software for lawyers’ trust accounting. Most firms he worked with used either QuickBooks or Microsoft Excel, but both were cumbersome for lawyers to use and neither was well-suited to the fiduciary…