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Webinar: The Top 10 Mistakes Attorneys Make with Billing and Trust Accounting (and How to Avoid Them!)

October 16 @ 12:00 pm 1:00 pm

Free webinar! Self-study credit available.

Most attorneys didn’t go to law school to become accountants. There were no courses offered on how to input time, on how to invoice a client, and certainly nothing on how to reconcile a trust account. Yet these very subjects are what land attorneys in grievance and sanctions territory every day. Whether you’re a solo attorney juggling administrative tasks or a managing partner trying to wrangle billing across your firm, this MCLE is designed to make the money side of law a lot less confusing (and a lot more ethical).

Join attorney Jordan Turk as she takes you through some real-life legal horror stories and shares how these issues could have been prevented altogether with proper processes in place. She’ll give you the tools, templates, and real-world tips to help you eliminate poor timekeeping habits, revolutionize your invoicing procedures, and get your trust account reconciled like a pro.

In this MCLE webinar, you’ll learn:

  • The biggest billing and trust accounting mistakes lawyers make
  • Tips and tech that can help streamline time tracking, invoicing, and trust accounting
  • The ethical implications of poor financial management
  • A live demonstration of the newest benefit from your Bar, Smokeball Bill

Speaker: Jordan Turk


Jordan Turkis

Jordan Turkis a practicing attorney in Texas, and the Legal Technology Advisor at Smokeball. Her family law expertise includes complex property division and contentious custody cases, as well as appeals and prenuptial agreements. In addition to her family law practice, she’s passionate about legal technology and how it can revolutionize law firms.

Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies and then went on to attend the University of Arkansas School of Law to earn her J.D. After almost four years of practice with a high-asset family law firm in Houston (and after being frustrated at the lack of automation in her firm), she discovered the world of legal technology which ultimately brought her to Smokeball.

In Hacking Law Firm Success with Jordan Turk, she interviews law firm founders about how they grew and scaled their practices, as well as their ethos behind managing a firm.

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.org or contact us at 916-516-1760 for assistance.

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