Billing 101: Best Practices for Running a Modern and Ethical Firm
CLE WEBINAR

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

Tuesday, November 7, 2023

 | 1 PM CT • 11 AM PT • 2 PM ET

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

Duration: 60 minutes
 

This webinar is eligible for CLE credit in multiple jurisdictions.*

Register for the webinar

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  • 51 days
  • 06 hours
  • 34 minutes
  • 20 seconds

CLE Information

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.

How to Receive CLE Credit:

To be eligible for CLE credit for this webinar, you must attend the entire LIVE duration of this webinar and participate in the polls. Note, partial CLE credit for this course is not available.

You cannot watch the program in a group if you wish to earn CLE credit. If you do choose to watch the event in a group, ensure that you are also logged in on your own personal device, under your log-in credentials, as we will need proof of your attendance (though it is highly recommended that you view the event from your own personal device).

If you have met the participation requirements, you will receive a personalized CLE affidavit from  for the program at which you attended at least one session to completion. Please check your spam or junk folders as these emails often end up there. Please note you will fill out one affidavit for the full event. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will be emailed to you as well from .

Featured Presenter

Jordan Turk

LEGAL TECHNOLOGY ADVISOR
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.