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Billing and Trust Accounting 101

November 5 @ 11:00 am - 12:00 pm

Register here.

Billing and trust accounting are the lifeblood of any law practice, yet these critical skills are often overlooked in traditional legal education. Many attorneys find themselves learning these essential tasks the hard way, leading to unnecessary headaches and financial risk for their firm.

It’s time to change that.

In this CLE, we’ll show you how billing and trust accounting no longer need to be tedious or overwhelming. Modern technology offers powerful tools to simplify these processes while ensuring compliance with your state bar. You’ll discover how to automate billing, safeguard your trust account, and dramatically reduce the risk of nonpayment—all while freeing up more time to focus on what matters most: your clients and cases.

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 CLE 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

Register here.

Details

Date:
November 5
Time:
11:00 am - 12:00 pm

Venue

Zoom