Billing and Trust Accounting, But Make it Better



Join first, then login to BHBA+ to access this program.

Credit Details
Credit Hours:
Specialty Area:
Credit Type:
Original Air Date:
December 12, 2023
Accredited In:

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

Billing and collecting on unpaid invoices isn’t quite the glamorous life we had envisioned for ourselves during law school. But, as practicing attorneys, these administrative tasks now consume a significant portion of our days (and our mental space). Fortunately, technology exists to alleviate these burdens and make billing, and trust accounting, easier. While some things remain beyond our control, we can certainly reduce the risk of nonpayment and minimize administrative stress by automating billing and managing trust accounts effectively. Step into the future of billing with attorney Jordan Turk as she guides you through her top billing and collection strategies. She offers insights for those moments when your books are overwhelmed by overdue receivables and provides tips for proper trust account management.

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

Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.

This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

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