# Email Sequence: Law Firm Accounting and Bookkeeping Software

Lead magnet: The Law Firm Accounting Software Checklist: Trust Accounting, Payments, Billing, and Bookkeeping Handoffs

## Day 0: Your accounting workflow checklist
Send the checklist. Ask which finance bottleneck is most painful: billing, collections, trust handoffs, reconciliation, bookkeeping visibility, or owner reporting.

## Day 1: Accounting software is not the whole finance workflow
Explain why law firms need clean handoffs between matter billing, payments, trust procedures, bookkeeping, and monthly review.

## Day 3: Separate payment collection from bookkeeping
Show where a legal payment tool helps clients pay, and where bookkeeping/reconciliation still needs ownership and review.

## Day 7: The month-end exception rule
Teach a simple operating rule: every month-end review should surface overdue invoices, trust exceptions, refunds, chargebacks, and uncategorized deposits.

## Day 14: Build the lean finance stack
Recommend matter billing, legal payments, bookkeeping software, and a documented reconciliation SOP before adding finance automations.

## Day 21: Recheck your billing and bookkeeping stack
Invite readers back to the accounting and bookkeeping software guide for updated tool comparisons and partner notes.