Time, Money, and Trust: What Every Lawyer Needs to Get Right
Total Credits: 1 CLE, 1 Ethics
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- Categories:
- Law Practice Management & Technology
- Faculty:
- Jordan Turk
Description
When it comes to the practice of law, always remember: hope is not a viable strategy, and your license shouldn’t depend on a spreadsheet. Law school didn’t teach us how to track hours, send an invoice, or manage a trust account. But in practice, nothing puts your license (or your livelihood) at risk faster than poor billing habits or trust accounting missteps. Whether you're a solo, run a small firm, or just want to tighten up your financial processes, this session is your roadmap to tracking smarter, collecting faster, and staying on the right side of your ethical obligations.
What’s more, technology now exists to make life easier, from logging time to three-way trust account reconciliation. This CLE, led by attorney Jordan Turk, will guide you through the most effective billing strategies for law firms, including tips for tracking hours and what to do when you have way too much aged receivables on your books, as well as tips and tricks for easier trust account reconciliation.??
In this CLE webinar, you’ll learn:
a. How to automate and streamline your billing and time tracking processes to run like clockwork????
b. The most common ethical issues with billing and trust practices, and how to avoid them????
c. War stories from attorneys who ended up on the wrong side of a disciplinary action
d. Live demonstration of how billing and trust accounting technology works?
Presenter:
Jordan Turk, Director of Education & Attorney Development, Smokeball
Faculty
Jordan Turk Related Seminars and Products
Jordan Turk is a practicing attorney in Texas, and the Legal Technology Advisor 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.