The Top 10 Trust Account Slip-Ups: How to Avoid the Grievance
Do you trust yourself with trust accounting? Law school didn’t offer courses on how to input time, or how to invoice a client, and certainly nothing on how to reconcile a trust account. Yet these very subjects are what land attorneys in grievance and sanctions territory every day. Whether you’re a solo attorney juggling administrative tasks or a managing partner trying to wrangle billing across your firm, this CLE is designed to make the money side of law a lot less confusing (and a lot more ethical).
Join attorney Jordan Turk as she takes you through some real-life legal horror stories and shares how these issues could have been prevented altogether with proper processes in place. She’ll give you the tools, templates, and real-world tips to help you eliminate poor timekeeping habits, revolutionize your invoicing procedures, and get your trust account reconciled like a pro.
In this CLE webinar, you’ll learn:
- The biggest billing and trust accounting mistakes lawyers make
- Tips and tech that can help streamline time tracking, invoicing, and trust accounting
- The ethical implications of poor financial management
At the conclusion of this 50 minute program, Smokeball will give a brief presentation sharing information on their product. This portion is not part of the CLE and you are not required to stay.
Speaker:
Jordan is a practicing attorney in Texas, and the Director of Education and Attorney 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.
Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.