Billing and Trust Accounting for Legal Professionals

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

Duration: 60 minutes
 

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

Featured Presenter:

Jordan Turk, Attorney & Legal Technology Advisor

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.

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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.

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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.