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Law firms lose an estimated 15–30% of daily billable revenue, not to bad clients or inefficient processes, but to time that was worked and never captured, or captured and quietly cut before anyone saw it. The same blind spots that erode realization rates often create trust accounting exposure: misapplied funds, delayed disbursements, and recordkeeping gaps that put firms at compliance risk.
This session led by attorney Jordan Turk gives legal professionals the vocabulary, frameworks, and practical tools to identify ethical issues, quantify the true cost of billing loss, and address both, starting the next business day, with no software changes or budget approval required.
Key Takeaways:
Explore the ethical issues that result in the most grievances and sanctions filed against attorneys when it comes to billing and trust accounting (and how to avoid them)
Quantify the true cost of billing loss, including realization-rate erosion, write-offs, and revenue leakage, and recognize how the same behaviors create trust accounting compliance risks
Identify the psychological root causes of underbilling and explain why standard fixes (e.g., billing software, reminders, firm mandates) consistently fail to resolve them
Implement five zero-cost actions immediately to shift billing behavior, strengthen trust accounting hygiene, and protect both revenue and compliance
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.
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 Director of Attorney Education and Development 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.