Monday, November 6, 2023

November 7: Billing 101: Best Practices for Running a Modern and Ethical Firm

Billing is one of the most critical aspects of running a law office, but it’s something that many lawyers ignore until it’s too late. Invoices get delayed by months; clients disappear into the wind instead of paying what they owe. Some things will always be out of your control, but you can absolutely minimize your risk of nonpayment— and reduce administrative stress — by automating your billing and properly managing your trust accounts.
Billing should no longer be the laborious task that it was of yesteryear. 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 CLE 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 free 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.
Title:
Billing 101: Best Practices for Running a Modern and Ethical Firm
Date/Time:
Tuesday, November 7, 2023
1 PM CT • 11 AM PT • 2 PM ET
Webinar - Register Now!
Speaker:
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. Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies. She 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, Jordan discovered the world of legal technology which ultimately brought her to Smokeball. Jordan has authored and co-authored many articles that you can find in various state bar publications and around the internet. Passionate about giving back to her community, Jordan makes a point of taking pro bono cases whenever possible.
Credit:
This program is eligible for 1 hour of CLE credit in 60-minute states, and 50 minutes of CLE credit in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules. CLE credit has been applied for in the following states: AL, AK, AZ, AR, CA, CO, CT, FL, GA, IL, IA, MN, MO, NE, NH, NJ, NM, NY, NC, OH, OK, OR, PA, TN, TX, UT, VT, WA, WV, WI, and WY. For states not listed above, you may still apply for reciprocity CLE credit if applicable.
By:
Smokeball

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