How to use IOLTA Management for Lawyers in Microsoft Excel 2013

IOLTA Basics An IOLTA, or Interest on Lawyer’s Trust Account, is used to hold client funds separately from the funds of a law firm or individual lawyer. An IOLTA account is an interest-bearing checking account. The interest earned from all IOLTA accounts within a state is pooled together to assist low-income individuals to afford legal
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Microsoft Word for Lawyers: Using Legal Templates in Word 2013

Using Legal Templates  There are a variety of legal templates that you can use that allow you to quickly create professional legal documents of many types. To download and use the templates that are available on office.com, you will need to be connected to the Internet. Assuming that you have an internet-connected computer, you can
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Microsoft Outlook 2013 For Lawyers: Task Tracking

Microsoft Outlook contains features that can come in handy for law firms, attorneys, lawyers, and anyone who practices law. In this post, we will cover task tracking.             Task Tracking vs. Forwarding Email Many times you may have the temptation to forward an email that needs follow-up to an assistant
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Microsoft Excel for Lawyers: Using the Law Firm Financial Analysis Worksheet

Microsoft Excel contains law firm templates that can be used by law firms, attorneys, lawyers, and anyone who practices law. In this post, we will cover the usage of the Law Firm Financial Analysis Worksheet.             Using the Law Firm Financial Analysis Worksheet Let’s examine the structure and usage of
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