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

About this session

Who it's for

Any law firm that has lost an invoice or come up short on billing

What we cover

Learn how to automate your billing processes to make your billing run like clockwork

Why it matters

Stop chasing down unpaid clients and stay compliant with your state bar

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.

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.

In this free on-demand webinar, you'll learn:

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

Featured presenter(s)

Jordan Turk

Attorney and Director of Education & Attorney Development at Smokeball

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.

Powering People-Law: a new look for who we’ve always been