The American Bar Association will present the webinar on “Billing & Trust Accounting Mistakes That Undermine Client Confidence” Friday, June 26.
Billing and trust accounting mistakes are among the most common — and most damaging — sources of client dissatisfaction in legal practice. Money feels personal to clients, and confusion or surprises in billing can undermine confidence even when the underlying legal work is excellent.
This 60 minute session explores the full lifecycle of billing and trust accounting, from time capture and invoice delivery to retainer application, reconciliation, and record retention. Attendees will learn to identify the process gaps and workflow breakdowns that lead to client disputes, bar complaints, and professional responsibility risk under Model Rule 1.15 and applicable state rules.
A practicing attorney and a legal technology expert will co-present, combining real-world attorney perspective on fiduciary obligations and client impact with practical, immediately applicable guidance on safeguards, oversight structures, and reporting practices that protect both clients and firms.
Cost for the webinar is $130. To register, visit www.americanbar.org and click on “events.”
Billing and trust accounting mistakes are among the most common — and most damaging — sources of client dissatisfaction in legal practice. Money feels personal to clients, and confusion or surprises in billing can undermine confidence even when the underlying legal work is excellent.
This 60 minute session explores the full lifecycle of billing and trust accounting, from time capture and invoice delivery to retainer application, reconciliation, and record retention. Attendees will learn to identify the process gaps and workflow breakdowns that lead to client disputes, bar complaints, and professional responsibility risk under Model Rule 1.15 and applicable state rules.
A practicing attorney and a legal technology expert will co-present, combining real-world attorney perspective on fiduciary obligations and client impact with practical, immediately applicable guidance on safeguards, oversight structures, and reporting practices that protect both clients and firms.
Cost for the webinar is $130. To register, visit www.americanbar.org and click on “events.”
