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Avoid costly trust account mistakes: protect your clients and your license. Trust account violations are among the most frequent sanctions imposed by state bars, and the consequences can be severe – from disbarment to fines, or even criminal charges. Don’t risk your reputation or your practice. Equip yourself with the essential knowledge and tools to navigate the complex rules and ethical obligations surrounding trust accounts.
In this CLE webinar, we’ll share real-world "war stories" and practical strategies for managing your trust accounts with confidence. Discover how technology can streamline your trust accounting processes, ensuring accuracy and efficiency while minimizing risk. Learn how to leverage the latest legal tech tools to safeguard both your professional standing and your firm’s future.
In this CLE webinar, you will:
Gain a clear understanding of the rules and ethical obligations surrounding trust accounts
Discover how modern tech tools can automate and streamline your trust account process
Uncover best practices for maintaining control of your firm’s finances
See a live demonstration of how this 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.