CLE Webinar - Free for KBA Members

Presentation Description:

Even though billing and trust accounting are the backbone of a successful law practice, they’re often where things start to unravel. Invoices go out inconsistently, time entries get pushed to a frantic end-of-month reconstruction exercise, and fee disputes (like chargebacks) start creeping in. Meanwhile, trust accounts don’t always get the regular attention they demand, like monthly reconciliations. And the stakes are high: even small missteps in these areas can trigger grievances and put your license at risk.
Whether you’re a solo, managing a small firm, or just trying to keep your IOLTA in check (hello, three-way trust account reconciliation), this CLE is your roadmap to avoiding the most common (and costly) missteps that land attorneys in hot water with the Bar.    
Join attorney Laurence Colletti as he takes you through what not to do, how to clean up your existing practices, and how to build systems that help keep you ethical, compliant, and confident.

Learning Objectives

By the end of this program, participants will be able to: 

• How to automate your billing processes to make your billing run like clockwork      

• The most common ethical issues with billing and trust practices, and how to avoid them      

•  Streamlined trust account management and reporting for your state bar    

• See a live demonstration of how technology can help

Speaker: 

Laurence Colletti, Attorney and Smokeball’s Legal Technology Advisor

Laurence Colletti is the former executive producer for Legal Talk Network, where he recorded, produced, and hosted law-themed podcasts for over 11 years. Prior to his time in media, his legal career began in business law and commercial real estate, helping clients start and scale their businesses. He is admitted to practice law in Colorado.

Live Virtual Webinar

Details for how to view the presentation will be included in the automatic email following registration.

All KBA CLE events are subject to our general policies, available HERE.