Billing is not the glamorous life we imagined for ourselves during our law school tenure, but it’s one of the most critical aspects of running a law firm. Inputting hours and billing – and collecting on those invoices – do not have to be the burdens that they once were. 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.
Technology now exists to make life easier, and with more of an eye on trust 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 guides you through her most effective billing strategies, including tips on what to do when you have way too much aged receivables on your books, as well as best practices for trust accounting.
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
How to bill for artificial intelligence
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
Webinar duration: 60 minutes.
This webinar is eligible for CLE credit in multiple jurisdictions.*
In which U.S. states is this webinar CLE credit eligible?
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.
Who is eligible 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).
How do I receive CLE credit?
If you have met the participation requirements, you will receive a personalized CLE affidavit from mcle-smokeball@americanbar.org 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 mcle-smokeball@americanbar.org. You must fill out your CLE attendance affidavit and have your certificate in-hand within 3 weeks after the program ends to be eligible to receive CLE credit from this webinar.
Jordan is 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.