Attorney Billing: Build a New Billing System


CLE credits earned: 2 GENERAL (or 2 LAW & LEGAL for WA state)

Do you spend the last few days of the month holed up in your office “preparing bills?” This course will help attorneys understand that what they describe as “billing discretion” is actually a form of self-sabotage, and that the best way to defeat this sabotage is to create a billing system that has minimal attorney involvement. Join us as we help you build a new billing system that will lead to less pain and a more consistent cash flow.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

•   Time Tracking: It all starts with a systematic way of tracking the work that you do
•   Evergreen Trust Accounts: Use your trust account as the powerful tool that it is!
•   Billing: Creating bills that clients are happy to pay doesn’t happen by accident
•   Client Communications: Create a rapport with clients that gets you paid

Date / Time: April 16, 2020

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 am – 1:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

Select your state to see if this class is approved for CLE credit.

Choose the format you want.


Original Broadcast Date: November 11, 2019

Melanie Leonard, Esq., as a young lawyer working at mid-sized firms in downtown Chicago, was horrified by the stacks of paper that coated the desks of her colleagues and the stress that emanated from their every conversation. In 2006, Melanie started her own firm, driven by the guiding principle of less stress and less paper. To achieve that lofty goal, she searched for new technologies and became one of the first lawyers to deeply integrate Clio practice management software into every facet of her firm. As a result, Melanie built a thriving real estate practice and successfully kept her desk free of paper. In 2018, she sold her law practice to open up which helps small law firms use technology to streamline their work flows and increase their revenue. Melanie resides in Naperville, Illinois with her husband and their two ridiculously adorable children.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

    Automatic MCLE Approvals

All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NH, NM, NJ, NY, and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)

    Live Video Broadcasts

Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, SC, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

    “Live” Re-Broadcasts

“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, SC, and LA]

Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, and NY. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

Section I. Billing Structures
a) Frequency
b) Evergreen Trust Accounts
c) Setting Expectations with Engagement Letters

Section II. Time Tracking
a) Timers
b) Time Blocking
c) Passive Time Keeping
d) Snippets for Billing Language

Section III. Billing: Building the Process: Who does what by when?
a) Preparing Draft Bills
b) Attorney Review
c) Finalization and Transmission
d) Tracking Payments

Section IV. Client Communications
a) Bill reminders
b) Other communications