Legal software consulting · Serving firms nationwide

Your software should support the practice—not slow it down.

Legal Software Solutions helps law firms get billing out, keep financial workflows clean, strengthen trust-accounting procedures, and give staff the confidence to use their systems well.

25+
years serving law firms
1999
consulting since
Nationwide
remote support

Deep experience across

Tabs3 BillingTabs3 FinancialsPracticeMasterTrust AccountingLaw Firm Workflows

How I help

Practical support where software, money, and people meet.

Whether you are untangling an old problem or building a better process from the start, the goal is the same: a system your team can understand, trust, and use consistently.

02

Trust-accounting workflow guidance

Strengthen daily procedures, recordkeeping, reconciliation habits, staff understanding, and internal controls around client funds.

  • Three-way reconciliation training
  • Process and controls review
  • Written procedures & checklists
03

PracticeMaster customization

Shape matter management, document assembly, calendar routines, and workflows around the way your firm actually works.

  • Workflow and settings review
  • Document assembly
  • Adoption and productivity support
04

Training, setup & cleanup

Give attorneys, administrators, billing staff, and bookkeepers patient, role-specific instruction they can put to work immediately.

  • New implementations & upgrades
  • Data cleanup and conversions
  • Custom remote training

When to call Edie

The reports do not line up. Billing is late. Staff are afraid to touch the wrong button.

01

Trust balances and reconciliation reports do not agree.

02

Month-end takes too long and billing keeps getting delayed.

03

Settings, codes, or old balances no longer match the firm’s workflow.

04

A new employee needs training—or the whole team needs a reset.

05

Your firm is upgrading, converting, or deciding what should change.

A clear way forward

Understand it. Fix it. Make it repeatable.

  1. 1

    Listen & assess

    We start with what your people are seeing, what the reports show, and what the firm needs.

  2. 2

    Build the path

    You receive practical priorities for cleanup, configuration, training, or process changes.

  3. 3

    Work it through

    Edie helps your team implement the solution and understand why each step matters.

  4. 4

    Keep it working

    Clear procedures and continued support help prevent the same problem from returning.

Resources & training

Plain-English tools your team can keep using.

Edie’s EZ Mini Manuals turn complicated procedures into practical steps for busy law firm teams. Purchase a guide below for immediate PDF delivery, or ask about training built around your firm.

Ask about custom training
Six-guide collection

PracticeMaster Document Assembly Collection

Go from your first working Word template through logic, prompts, related records, ticklers, and advanced automation.

EZ Mini Manual

Getting Started with Tabs3 Accounts Payable

Enter, review, pay, post, correct, reconcile, and close the loop on law-firm expenses.

Custom Training

Built around your firm

Focused instruction for attorneys, administrators, bookkeepers, and support teams.

About Edie

A patient teacher. A persistent problem solver. A law-firm specialist.

Edie Zimmerman has worked directly with law firms since 1999, helping attorneys and staff connect the details of their software with the financial responsibilities behind it.

Her approach is practical and personal. She explains complicated workflows in plain language, works through the real cause of a problem, and helps the team build habits that last beyond one support call.

“The goal is not just to fix today’s issue. It is to help your firm understand the process well enough that the issue does not keep coming back.”

Let’s talk

Tell me what is getting in your firm’s way.

Share the software you use and a brief description of the issue or project. Please do not include confidential client information.

info@legalsoftwaresolutions.com Remote consulting for law firms nationwide

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