Sat.Jan 18, 2025

article thumbnail

Benefactor: What Happens When a Third Party Pays for Legal Services?

NCBA Law Practice Management Blog

It happens from time to time, when a third party pays for the legal services of another. Though, its still a fairly unusual situation. So, the question is: What do you do when it happens? Ideally, two things: First, you want to clearly explain to both the payor and the client that the payor is not the client, the client is which sounds like an obvious thing for lawyers, but wont be for your clients and the person paying the legal fees.

article thumbnail

Phased Out: Take Your Workflows to the Next Level with Stages

NCBA Law Practice Management Blog

The most efficient law firms (and, thus: the most profitable) are driven by effective processes. In fact, creating and managing workflows is one of the most important things that you can do as a law firm owner. However, you can take it further. Many project management, case management and CRM systems now offer the ability to add phases or stages to processes.