Accounting for Attorneys

Most attorneys who reach out to us are not looking for an accountant. They are looking for relief. Relief from the chaos of a firm that has grown faster than its systems. Relief from the nagging feeling that something in the books is not quite right. Relief from the realization that the way things have always been done is quietly costing the firm time, money, and good people.

That is the conversation we had recently with Jay McAllister of Paragon Tech, a legal technology consultant who works exclusively with law firms. Jay has spent over a decade helping attorneys modernize their operations, and what he shared on our podcast was something every law firm owner needs to hear.

The Flash Drive Moment

Jay's entry into the legal world started with a crisis. A attorney friend of his had been storing his entire QuickBooks file, twelve years of billing history, invoices, and work in progress, on a flash drive plugged into a desktop computer sitting on the floor. One evening the cleaning crew...

If you have been running your law firm on the same practice management or accounting software for years, there is a good chance you have thought about making a change. Maybe the software feels outdated. Maybe a colleague told you about something better. Maybe your team is frustrated, your reports are confusing, and pulling a simple trust account balance takes more clicks than it should.

Whatever the reason, migrating your data from one system to another is one of the most consequential decisions you can make for your firm's financial health. And it is one of the most misunderstood.

At Accountants Law Pod, we have been in the trenches of legal data migration since the very beginning of our work together. We have moved firms off of PC Law, Juris, Abacus, Needles, Practice Panther, MyCase, and more. We have rebuilt trust account records by hand, account by account. We have untangled migrations that were done incorrectly not once, not twice, but four times before we were brought in. We h...