.png)
Even though billing and trust accounting are the backbone of a successful law practice, they’re often where things start to unravel. Invoices go out inconsistently, time entries get pushed to a frantic end-of-month reconstruction exercise, and fee disputes (like chargebacks) start creeping in. Meanwhile, trust accounts don’t always get the regular attention they demand, like monthly reconciliations. And the stakes are high: even small missteps in these areas can trigger grievances and put your license at risk.
Whether you’re a solo, managing a small firm, or just trying to keep your IOLTA in check (hello, three-way trust account reconciliation), this CLE is your roadmap to avoiding the most common (and costly) missteps that land attorneys in hot water with the Bar.
Join attorney Laurence Colletti as he takes you through what not to do, how to clean up your existing practices, and how to build systems that help keep you ethical, compliant, and confident.
In this CLE, you’ll learn:
How to automate your billing processes to make your billing run like clockwork
The most common ethical issues with billing and trust practices, and how to avoid them
Streamlined trust account management and reporting for your state bar
See a live demonstration of how technology can help
Plus, we’ll show you Smokeball Bill in action—the trust accounting and billing software available FOR FREE to Kansas Bar Association members. Visit https://www.smokeball.com/bar-associations/kansasbill to sign up for your free Smokeball Bill software.
Duration: 60 minutes
Laurence Colletti is the former executive producer for Legal Talk Network, where he recorded, produced, and hosted law-themed podcasts for over 11 years. Prior to his time in media, his legal career began in business law and commercial real estate, helping clients start and scale their businesses. He is admitted to practice law in Colorado.