In this episode of the Accountants Law Pod, we dive into the highlights of ClioCon 2025, one of the most influential events in the legal industry. We share key takeaways from this year’s conference, from groundbreaking tech innovations to the evolving relationship between law firms and accounting professionals.

Tune in as we reflect on the sessions, speakers, and connections that stood out — and discuss how ClioCon continues to shape the future of legal practice management, client service, and financial operations.

ClioCon 2025 Opening Keynote with Jack Newton: The Future of Legal Work, Unveiled

00:36 ClioCon Conference Overview
01:33 AI Innovations at ClioCon
02:12 Vincent and Work: Core Features
03:58 Legal Research and Case Management
07:08 Clio Grow and Client Screening
09:29 Energy Concerns and AI Infrastructure
13:18 Future of Legal Practice with AI
15:51 Emotional Keynotes and Personal Stories
17:16 Inspiring Story of Change and Redemption
17:58 The Human Element in AI
19:20 Clio Accounting Updates
20:56 Challenges in Building a GL
21:58 Exciting AI Developments in Legal Tech
23:42 Product Lab Insights
25:43 Backup Solutions for Legal Software

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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

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Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

Ghosted by a client? You’re not alone. In this Best Of episode, Sarah, Lynda, and Steve share real stories and smart strategies for handling unresponsive clients, setting boundaries, and keeping communication clear and professional.

01:22 Main Topic: Being Ghosted by Clients
03:12 Strategies to Handle Client Ghosting
05:25 Challenges and Real-Life Examples
09:52 Professionalism and Client Communication

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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

Discover how financial forecasting can future-proof your law firm. Hosts Lynda Artesani, Sarah Prevost, and Steve Libhart discuss tax planning, budgeting, seasonal trends, and AI tools for forecasting. Learn strategies for continuity, growth, and smarter decision-making.

02:39 Financial Forecasting and Business Planning
03:26 Importance of Forecasting and Tax Planning
08:55 Exit Strategies and Business Continuity
12:44 AI in Business Forecasting
18:17 The Rise of AI Companions
20:34 Financial Planning Tools and Their Limitations
21:54 The Importance of Accurate Data
24:18 Evaluating Marketing and Advertising Spend
30:04 Seasonality and Marketing Strategies

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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

💼 Accuracy in billing isn’t optional—it’s essential. In this episode, we cover common pitfalls, smarter tracking, and tools to keep law firms profitable & trusted. 🎧

00:50 Listener Question: Settlement Fund Error
04:01 Explaining Qualified Settlement Funds (QSF)
04:55 Listener Questions: Conflict Checks
07:53 Importance of Billing Accuracy
08:40 Best Practices for Billing in Law Firms
11:17 Software Tools for Billing and Time Tracking
14:07 Communication and Trust in Client Relationships
15:15 Trust Account Management Challenges
15:58 Importance of Accurate Billing
18:26 Handling Client Costs and Expenses
20:37 Billing Processes and Client Communication
26:20 Common Billing Mistakes and Risks

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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

Best Of: Learn how KPIs drive law firm success. Sarah and Steve share practical tips to track growth, performance & profitability.

01:43 Introduction to KPIs for Legal Practices
03:18 Client Development and Growth KPIs
06:44 Client Retention and Referral Strategies
14:59 Efficiency and Productivity KPIs
17:48 Tracking Time and Email Management
18:31 Implementing Metrics and Tools
19:16 Charting Software and KPI Involvement
21:59 Key Metrics for Law Firms
23:37 Client and Employee Satisfaction
24:12 Open and Closed Matters
25:01 Adapting to Market Changes
26:32 Trust Ledger Balance
27:48 Implementing KPIs Effectively
29:06 Celebrating KPI Successes

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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

Discover the best law firm billing software options and learn how to choose the right solution for trust management, compliance, and efficiency.

00:41 Introduction to Law Firm Billing Software
02:07 Key Features to Consider in Legal Accounting Software
03:32 Listing Popular Legal Billing Software
05:55 Challenges in Adopting New Software
08:32 All-in-One vs. Ecosystem of Platforms
12:45 Importance of Customizable Reports and Permissions
14:20 Challenges in Software Acquisition
14:34 User Interface Importance
14:58 Vendor Interactions and Support
15:31 Choosing the Right Software
17:43 Practice Area Considerations
26:07 Software Trials and Demos

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Find us on YouTube as well!

If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

In this episode of Accountants Law Pod, our hosts sit down with Emery Wager, from Confido Legal, a payment processing platform designed exclusively for law firms. Together, they explore the complex world of legal payments and how technology is reshaping the way firms manage transactions.

💡 What You’ll Learn in This Episode:

The origin story of Confido and how it’s grown into a trusted payment solution for law firms.
Why payment processing for attorneys comes with unique compliance and regulatory challenges.
How features like split payments, digital disbursements, and AI-supported fraud prevention give law firms an edge.
The role of cutting-edge security in protecting client funds. How client-focused design is simplifying billing and boosting firm efficiency.
A sneak peek into Confido’s future enhancements for the legal industry.

Whether you’re an accountant, bookkeeper, or attorney, this conversation sheds light on how payment innovation can reduce risk, improve compliance, and create a smoother client experience.

🎧 Tune in to hear Emery’s journey, the tech behind Confido, and practical insights for law firms navigating today’s financial landscape.

Resources from this episode:
Chargebacks for Law Firms
State By State Guide to Surcharging
State By State Guide to Disbursing Funds Electronically

00:32 Special Guest Introduction: Emery
01:10 Emery's Background and Confido Legal
04:02 Client-Focused Approach and Customer Service
08:19 Navigating Payment Processing for Law Firms
12:39 Challenges and Solutions in Payment Systems
17:22 Fraud Prevention and Security Measures
19:42 Innovations in Payment Processing
26:56 Discussing Pricing and Payment Collection
27:33 Evergreen Retainers in Family Law
28:27 Weekly Billing Practices
28:52 Merchant Services and Fees
35:07 Security and Fraud Prevention
43:55 Future of AI in Legal Payments

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If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

If you want to follow along with Steve’s airstream adventures, as well as Accountants Law Pod updates, be sure to follow us on instagram at Accountants Law Pod.

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

Understanding Advanced Client Costs: A Deep Dive

In this episode of the Accountants Law Pod, Sarah and Steve unpack the complexities of advanced client costs (ACC) in law firms.

💡 What You’ll Learn:
The difference between hard costs vs. soft costs
Best practices for categorizing and recording expenses
IRS guidelines every firm should know
Internal controls to prevent costly mistakes
Why communication between attorneys, paralegals, accountants, and tax preparers is key

Whether you’re a seasoned professional or just getting started in legal accounting, this episode will help you manage ACC with clarity, compliance, and confidence.

01:01 Advanced Client Costs Overview
01:47 Handling Advanced Client Costs
03:40 Soft vs. Hard Costs
05:18 Tax Implications and Best Practices
15:00 Internal Controls and Approval Processes
17:51 Common Mistakes and Pitfalls

Be sure to subscribe for more episodes!
Find us on YouTube as well!

If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.