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Webinar: Billing and Trust Accounting: Best Practices and Pitfalls for Attorneys

April 25 @ 12:00 pm 1:00 pm

Free event! Presented by Smokeball

Smokeball

Billing and trust accounting are two of the most critical aspects of running a law office, but many lawyers delay these tasks to their own detriment. You can absolutely minimize your risk of nonpayment and reduce administrative stress by automating your billing and properly managing your trust accounts.

Billing and managing your trust account should no longer be the laborious tasks that they were in the past. Technology now exists to make life easier, with more of an eye on compliance with your state bar. From basic strategies to utilizing billing automation with the aid of technology, this MCLE is meant to take your practice to the next level.

Join attorney Jordan Turk as she takes you through her most effective billing strategies, including tips on what to do when you have way too much aged receivables on your books. All hope is not lost on getting paid from these clients!

In this MCLE webinar, you’ll learn:

  • How to automate your billing processes to make your billing run like clockwork
  • The most common ethical issues with billing practices, and how to avoid them
  • Proper trust account management and reporting, specifically addressing three-way trust account reconciliation
  • Strategies for obtaining payment from nonpaying clients, including templates to help you along the way
Jordan Turk

Jordan Turk is a practicing attorney in Texas, and is also the Legal Technology Advisor at Smokeball. Her family law expertise includes appeals, pre and postnuptial agreements, as well as complex property division and highly contentious custody cases. In addition, Jordan has given CLEs across the country on topics ranging from client relationships to proper trust account management.

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at accessibility@calawyers.com or contact us at 916-516-1760 for assistance.

 

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