Precision matters when it comes to client trust accounts, and one slip-up can cost you your license (and your livelihood). Even attorneys with the best of intentions can face serious consequences, including suspension or revocation of their bar license, when simple bookkeeping errors go unnoticed.
This CLE, presented by attorney Laurence Colletti, walks attorneys through 10 common trust accounting errors, and attendees will leave with practical, actionable guidance for maintaining compliance and avoiding the mistakes that lead to disciplinary action and malpractice suits.
In this CLE webinar, you'll learn:
The most common ethical issues with trust accounting (and how to steer clear of them)
How to avoid accidental commingling, over-disbursing, and client confusion
How to track retainers, expenses, and settlements the right way
Live demonstration of how billing and trust accounting technology works
Duration: 60 minutes.
Plus, we’ll show you Smokeball Bill in action—the trust accounting and billing software available FOR FREE to Massachusetts Bar Association members. Visit https://www.smokeball.com/bar-associations/massachusettsbill to sign up for your free Smokeball Bill software.
Laurence Collett is a Legal Technology Advisor for Smokeball and an active Colorado attorney. Prior to his current role, he was the executive producer for Legal Talk Network where he spent 11 years covering the legal profession with particular emphasis on practice management and legal technology. Media production (podcasts, video, etc.) is a passion and supporting entrepreneurs has been a cornerstone of his career.