VQ FORUM 2019 - FROM TRADITIONAL MODEL TO DIGITAL

22 November 2019

Mid October, CSI participated for the 5th time VQ Forum in Stockholm. It was the last time VQ Forum was organized, but during the last ten years it has become an important legal tech event. This year, the main topic was “Law 2.0”, and the speakers covered e.g. digital transformation of the legal industry, current status of the digitalization process as well as the future of legal services.

OUR PRODUCT HAS BETTER FEATURES THAN YOURS...

11 October 2019

The race on features is tough. You have to offer superior features - or at least they have to be better than your competitors.

That's what we've gotten used to. Cars are sold with the best performance and additional features or with advanced environmental friendliness. Your choice of a computer is either the highest-performing machine, the hottest novelty, or the best value for money. Similarly, different systems are compared based on their functionality, even if most of it might be unnecessary.


I SENT AN INCORRECT INVOICE! HOW DO I FIX IT?

12 June 2019

Even when the invoice content is verified carefully, an invoice that has already been sent to a customer may sometimes require changes. There is no general guidance on how to make such changes, so it has to be considered case by case. The starting point is always the need for change: do you need to move the due date, change the payer, or perhaps modify the transactions on the invoice?


CLIENT IDENTIFICATION PROCESSES LOOKING FOR THEIR FORM

28 May 2019

The Anti-Money Laundering Act, which took effect in July 2017, obliges law firms to know their clients and their business, and report any suspicious transactions or suspicions of terrorist financing. Kristiina Sare, Legal Attorney at the Finnish Bar Association, shared some tips and best practices for client identification at the Finnish Legal Assistant Day, which was arranged in April.


BEST PRACTICES OF SALES LEDGER MANAGEMENT

15 April 2019

Invoicing and payment related questions have been part of my daily work for years; formerly when managing a sales ledger in a law firm and currently as instructing CSI clients on software use.

Each month there is a period when most of the questions are related to changes in the sales ledger. Such changes can be made in multiple ways, and sometimes it may be hard to see which way is the most optimal and matching with good accounting practices.

In my blog text series, I’ll aim at sharing common good practices for managing the sales ledger in CSI Lawyer. In this article, I focus on the significance of correct dates and on how changes to the sales ledger are reflected in bookkeeping reports.

However, please keep in mind that there might be country-based exceptions to these best practices. Which do not necessarily apply outside Finland. So if required, please check with your accountant.


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