Law Firm Financial Management

<p>I talked with Brooke Lively about strategies for managing law firm finances using software and business intelligence tools.</p> <p><strong><br /> Highlights</strong></p> <ul> <li>Who is Brooke Lively?</li> <li>The place she enjoys the most. - 4:02</li> <li>What Key Performance Indicator is and what does it have to do with law firms? - 5:01</li> <li>The importance of knowing your firm’s Key Performance Indicators. - 6:11</li> <li>Are attorneys getting more savvy in improving their process and do they have a better understanding of finances? - 7:40</li> <li>What law firms should be looking at and monitoring. - 8:41</li> <li>The AR is created in the sales call: How does that work? - 12:05</li> <li>Creating the process of having a fee agreement in your contract. - 13:27</li> <li>What’s an evergreen retainer? - 14:36</li> <li>The types of technology that lawyers should be looking at in terms of managing their finances and managing reports. - 19:13</li> <li>What’s the best accounting tool for law firms? - 23:11<br /> <br /> <br /> <strong>Episode Resources</strong></li> <li>Connect with Jared Correia</li> <li><a href= "mailto:jared@redcavelegal.com">jared@redcavelegal.com</a></li> <li><a href= "https://redcavelegal.com/">https://redcavelegal.com/</a></li> <li><a href= "https://www.linkedin.com/in/jaredcorreia">https://www.linkedin.com/in/jaredcorreia</a></li> <li><a href= "https://twitter.com/RedCaveLegal">https://twitter.com/RedCaveLegal</a></li> <li>Connect with Brooke Lively</li> <li><a href= "https://www.cathcap.com/">https://www.cathcap.com/</a></li> <li><a href= "https://www.cathcap.com/brooke-lively-bio">https://www.cathcap.com/brooke-lively-bio</a></li> <li><a href= "https://www.linkedin.com/in/brookelively">https://www.linkedin.com/in/brookelively</a> </li> </ul>