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This content is courtesy of
Paul Carlson
and
Law Firm Velocity
.
Adding Contacts
Adding Files/Matters/Cases
Trust Receipts
Trust Deposits
Manual Trust Disbursements
Single-Matter Trust Ledger Report
Client Ledger Report
Accurate Revenue by Lead Source Reporting!
Adding Checks to be Printed
Batch Check Print
Activity Codes
Paying Advanced Client Costs from Operating Bank
Client Costs Charged to Credit Cards
Client Invoices for Contingency Matters - Advanced Costs
Client Invoices for Contingency Matter Fees
Video Training
This playlist collection is courtesy of
Paul Carlson
More Resources Coming Soon
This is not a complete collection, but we are working to add more! In the meantime,
contact Soluno Support
and we'll be happy to assist.
