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Collect fees and capture lost time


1.0 Ethics Continuing Legal Education (Iowa)

This live webinar is ideal for attorneys who are starting a law practice using trust accounts or would like to expand their education on trust accounting.

The webinar also covers strategies for how to send invoices that communicate information about the case to the client and to send them on time.  Below is what the participant can expect after completing the webinar.

Collect fees:  includes the topics below and story problems to demonstrate real life application

  • Understand the rules for opening a trust account and qualifying funds that can be deposited into a trust account

  • Understand the notice requirements for withdrawing trust funds

  • Understand rules for general retainer, special retainer, and flat fees

  • Understand record retention for financial information and what information to retain

  • Understand retainer agreements related to trust funds

Trust Accounting: includes the topics below and story problems to demonstrate real life application

  • Understand the three financial records needed for trust accounting

  • Demonstration of triple reconciliation required for IOLTA accounts

Fee Agreements

  • Understand how to include trust practices in your fee agreement

  • Understand how to include scope of representation in your fee agreement

Capture time

  • Understand how to contemporaneously track your time so invoices can be sent monthly

  • Understand how to provide detailed information in your invoices without disclosing attorney-client information

  • Understand how to manage your cases to be able to provide regular updates to your clients

What's the refund policy?
Make sure the date and time work for you because there are no refunds.

Is my registration fee or ticket transferrable?
If you are unable to attend, you may send the participation information to one person to take your place.  Each participant must be registered to attend.

Can I attend in person?
This is a live webinar and is not available in person.

Later Event: October 15
Collect fees and capture lost time