Learn practical billing practices and procedures.
Billing procedures often present various complexities and time-consuming tasks for any role in the legal profession, paralegals included. These processes can be challenging for paralegals, making it difficult to accomplish the rest of their day-to-day activities. The obstacles that accompany legal billing procedures are not just inefficient, but they can lead to costly mistakes like missed time, dropped costs, and inaccurate billings. This topic will address the common billing pitfalls that paralegals face and offer best practice solutions to those problems, and provide clear instructions on how to handle common legal billing requirements and manage a streamlined workflow. It will cover every aspect of the billing process, including time and cost tracking and client retainer management. It is critical to have a deep understanding of proper billing procedures to ensure compliance requirements are met and enhance the profitability of a law firm.
Agenda
Faculty
Erica Birstler
CosmoLex
- Director of Strategic Communications, CosmoLex
- Regularly speaks across North America on legal billing, accounting, and practice management topics
- Recurring article contributor to the CosmoLex blog on topics such as cloud technology and law firm financials
- B.S. degree, in business administration, University of Delaware
- Can be contacted at [email protected] or 866-878-6798 ext. 528
Deborah Cushman
CosmoLex
- Owner, Premier Legal Billing and Bookkeeping
- Firm Administrator, Deschutes Law Group, PLLC
- Senior Product Specialist, CosmoLex
- Over 10 years of experience in legal billing, bookkeeping, and administration for solo and small law firms
- Extensive experience in cloud and desktop-based practice management software consulting
- J.D. degree, Lewis and Clark Law School; graduated magna cum laude, Wellesley College
- Can be contacted at [email protected]
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