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When it comes to handling client funds, the margin for error is razor-thin, and the consequences for misusing those funds (even accidentally) can be career-ending. Whether it's a bookkeeping oversight, a misapplied retainer, or a failure to reconcile monthly, trust account violations are one of the fastest ways to find yourself facing a bar grievance.
In this practical and eye-opening CLE, attorney Jordan Turk walk you through the top 10 mistakes attorneys make when managing trust accounts—and show you how to avoid them with confidence. You’ll learn what the rules actually require (in plain English), how to set up systems that keep you compliant, and what red flags could put your license at risk.
In this CLE webinar, you'll learn:
The most common ethical issues with trust accounting, and how to avoid them
How to avoid accidental commingling, over-disbursing, and client confusion
Simple workflows to track retainers, expenses, and settlements the right way
Live demonstration of how billing and trust accounting technology works
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.