2025 Top ten billing and IOLTA mistakes attorneys make (and how to avoid them!)

Even though billing for your time and trust accounting is the lifeblood of a legal practice, many attorneys fall short in these areas. Invoices are sent out haphazardly; time is not logged until an end-of-the-month scramble where you end up trying to recreate what you did three Tuesdays ago; you get challenges to your fees (including the dreaded chargeback); you forget to reconcile your trust account monthly. What’s more, a misstep in these areas can result in grievances and threats to your law license.

Whether you’re solo, managing a small firm, or just trying to keep your IOLTA above water, this CLE is your roadmap to avoiding the most common (and costly) missteps that land attorneys in hot water with the bar. 

Join attorney Jordan Turk as she takes you through what not to do, how to clean up your existing practices, and how to build systems that keep you ethical, compliant, and confident.  

Learning objectives:

• 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: Jordan Turk, Attorney and Director of Education and Attorney Development, Smokeball, Chicago

Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.