I talked with Brooke Lively about strategies for managing law firm finances using software and business intelligence tools.

Highlights

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