On-Demand Video
CC

Modern Tools and Strategies for Billing and Trust Accounting 2026

  • City:
  • Start Date:2026-05-27 07:00:00
  • End Date:
  • Length:
  • Level:Basic
  • Topics:Professional Skills

$79.00 ProPass

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This program is eligible for 1 hour of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 1.2 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

Overview

Billing isn’t just an administrative task, it’s an area ripe with risk and potential malpractice issues. And when it comes to trust accounting, even a small mistake can have serious consequences, including disciplinary action.

The reality is that many attorneys are still relying on outdated, manual processes that increase the likelihood of errors, missed payments, and compliance issues. But it doesn’t have to be that way. With the right systems and strategies, you can take control of your billing, improve cash flow, and significantly reduce your risk—all while freeing up valuable, billable time.

Join attorney Jordan Turk for a walkthrough of the tools and techniques she uses to run an efficient, compliant practice. You’ll leave with actionable strategies you can implement immediately to protect your firm (and your license!).

In this CLE webinar, you’ll learn:

  • The most common ethical issues with billing and IOLTA practices, and how to avoid them 
  • How to automate your billing processes to make your billing run like clockwork 
  • Proper trust account management and reporting, specifically addressing three-way trust account reconciliation 
  • A live demonstration of how free technology can help you with all of the above 

Recorded in May 2026.

Faculty

Jordan Turk, Esq.

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.

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