When it comes to client funds, even small mistakes can have enormous consequences. A bookkeeping error. A mishandled advance fee. A missed monthly reconciliation. What seems like a harmless oversight can quickly escalate into ethics complaints, sanctions, disciplinary action, or worse. Trust accounting and billing violations are among the fastest ways attorneys find themselves facing serious professional risk.
Join attorney Laurence Colletti for a practical, eye-opening webinar that breaks down the 10 most common billing and trust accounting mistakes attorneys make, and shows you exactly how to avoid them. Through real-world examples, practical guidance, and plain-English explanations of the rules, you’ll learn how to build compliant systems, spot warning signs early, and protect both your clients and your license.
In this CLE, you’ll learn:
The most common ethical issues with billing and trust accounting, and how to avoid them
How to avoid accidental commingling, disbursement issues, and client confusion
Simple workflows to track hours, advance fees, expenses, and settlements the right way
Live demonstration of how billing and trust accounting technology works
Duration: 60 minutes.
Plus, we’ll show you Smokeball Bill in action—the trust accounting and billing software available FOR FREE to Massachusetts Bar Association members. Visit https://www.smokeball.com/bar-associations/massachusettsbill to sign up for your free Smokeball Bill software.
Laurence Collett is a Legal Technology Advisor for Smokeball and an active Colorado attorney. Prior to his current role, he was the executive producer for Legal Talk Network where he spent 11 years covering the legal profession with particular emphasis on practice management and legal technology. Media production (podcasts, video, etc.) is a passion and supporting entrepreneurs has been a cornerstone of his career.