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 Jordan Turk as she 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
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.