Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

The Essential Rule for Attorneys - Document Before You Proceed! #legalaccounting #lawfirms

14 Oct 2025 · 1 min

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Attorneys must document every task immediately after completing it. Waiting to record work later means lost revenue, faded memory, and exposure to malpractice and ethical violations. Newer lawyers are especially prone to skipping this step while rushing to help clients.

Chapters

Don't start that next task until you document what you just did, whether it's a billable item or not. That's part of the accuracy arena that we're talking about. And, and you can miss so much money. You can set yourself up for exposure, bad exposure, bad decisions, things like that. Mm-hmm. When it's suddenly— you realize it's 6 o'clock at night, you want to go home, your brain is fried, and you can't remember Specifically what you talked about to client Joe at 10 o'clock this morning. That happens a lot, and especially with newbies. Yeah, you know, they're, they're so anxious to help every client that they can and make that, that money that they need to make that they, they miss things.