CPN-Legal

08/27/2026

Stop sending past-due notices to clients who already have funds in trust! The Matter Balance Summary Report helps you identify funds ready for application and provides a practical forecast for your next billing cycle. Read more here!

Our best-loved Pre-Billing Clio Report: The Matter Balance Summary Report and Why

We use the Matter Balance Report as a pre-bill tool to accomplish two primary objectives.

08/25/2026

From drafting invoices to tracking payments, CPN Legal simplifies your billing cycle. Focus on your practice, and we'll ensure your firm gets paid.

Visit https://www.cpn-legal.com/s/m373y3D

08/24/2026

We're honored to be named a Best Place to Work by the Cincinnati Business Courier for the 4th year in a row! This award demonstrates our care for not only the clients we work with, but for every single person we have in our office and on our team. We're grateful for each and every person who walks in our doors and calls CPN Legal home! Thank you for such an incredible recognition.

08/21/2026

Struggling with accounts receivable and invoicing in your law firm? CPN Legal’s specialized services will keep your billing seamless and client payments timely. Say goodbye to chasing payments and hello to smarter financial management!

Visit https://www.cpn-legal.com/s/o2S593x

08/19/2026

Team Member Spotlight: Soren Wolf

Soren is one of our Senior Accountants, with over 10 years of accounting and financial experience. He specializes in Clio and QuickBooks Integration. Visit https://www.cpn-legal.com/s/P6u9E09

08/13/2026

Are you tracking the right metrics for your law firm? CPN Legal helps you define, monitor, and analyze key performance indicators to optimize your practice's success and financial health. Reach out now!

Visit https://www.cpn-legal.com/s/35T7b2x

08/11/2026

Thank you for the wonderful testimonial, Esther. We are glad to know that you can rely on CPN Legal! Visit https://www.cpn-legal.com/s/m4U5E25

08/07/2026

Don't let accounting complexities hold your law firm back. Partner with CPN Legal for reliable bookkeeping that keeps your firm financially sound.

Visit https://www.cpn-legal.com/s/w3z469I

08/07/2026

We're honored to be recognized as a 2026 Family & Private Business Award Honoree by the Goering Center for Family & Private Business at the University of Cincinnati!

This recognition reflects the dedication of our incredible team and our commitment to helping law firms thrive. We're grateful to our clients, partners, and everyone who has been part of our journey.

We look forward to celebrating with the other honorees at the 2026 Family & Private Business Awards on September 15th at the Hard Rock Casino Cincinnati! Tickets to the even can be purchased here: https://goeringcenter.com/event/27th-annual-family-private-business-awards/

08/03/2026

Improperly managing client funds is a leading cause of disciplinary action, but it’s also entirely avoidable. Our latest blog breaks down the essential steps to managing retainers the right way, from strict fund separation to the power of three-way reconciliation. Let's keep your firm's finances as sharp as your legal strategy!

Discover the best practices for handling client funds and performing three-way reconciliations.