Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Expecting Magic Without Effort? Think Again! #legalaccounting #lawfirms #chartofaccounts

2 Jan 2026 · 1 min

Watch on YouTube

0:30

Law firms often enter incomplete data into their practice-management software then expect perfect financial reports. Without assigning a class to every transaction, firms create red flags for bank loans. The speakers argue software needs to block saving transactions without a class assignment.

Oftentimes we see in the practice management software, whatever it is that you're using, you're half using it. And then you're expecting magic on the other side.
You're expecting magic on the other side. And then you want a banker— when you, to your point, Sarah, when you go to get a loan, you want them to look at that and go, what the heck?
Yeah. You know, especially if they turn classes on and they don't fill out every single one. You have to put that warning up that you can't save a transaction without the class because it's so easy to beep bop in and you don't save the class.