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Mastering the Money: Modern Tools and Strategies for Billing and Trust Accounting
For Virginia attorneys, trust accounting isn't just best practice, it's an ethical obligation. And, one misstep can mean a bar complaint, malpractice action, and threat to your license.
September 1, 2026 11:00 AM
60 minutes
For Virginia attorneys, trust accounting isn't just best practice, it's an ethical obligation. And, one misstep can mean a bar complaint, malpractice action, and threat to your license. Too many attorneys learn billing and trust accounting through costly trial and error, leading to compliance risks, lost revenue, and unnecessary stress. It's time to rewrite that narrative and turn these back-office essentials into a source of strength for your practice, not a source of fear.
Join attorney Jordan Turk in this CLE webinar as she demystifies billing and trust accounting for the Virginia attorney, walking you through how to automate your billing to save time, safeguard your trust account to stay compliant with Virginia's ethics rules, and minimize the risk of nonpayment before it threatens your firm's bottom line. Walk away ready to trade compliance anxiety for confidence, and refocus your energy on what matters most—serving your clients and growing your practice.
In this CLE webinar, you’ll learn:
- How to automate your billing processes to make your billing run like clockwork
- The most common ethical issues with billing practices, and how to avoid them
- Proper trust account management and reporting, specifically addressing three-way trust account reconciliation
- Strategies for obtaining payment from nonpaying clients, including templates to help you along the way
- Live demonstration of what Bill looks like and what’s included in your new software
Featured presenter(s)
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.