Legal Accounting 101: Essential Financial Tips for Long-term Success

Improve your firm’s financial health—while staying compliant

Wednesday, August 7, 2024 at 11 a.m. PT | 2 p.m. ET

Set your practice up for lasting success

Are you or your colleagues spending too many hours managing your firm’s finances? You’re not alone. Budgeting, billing, and bookkeeping can all feel overwhelming, taking up more time than your actual legal work. In fact, our Legal Trends Report found that nearly two-thirds of a lawyer’s workday is dedicated to administrative duties like accounting.

Whether you’re a solo practitioner or part of a larger legal team, mastering trust and legal accounting practices is crucial for streamlining operations and staying compliant. Join us for a free CLE webinar, where experts will unpack essential tips tailored specifically for legal professionals.

In this CLE-eligible* webinar, you’ll discover:

  • How to measure and improve your firm’s financial health 
  • Techniques to manage your books with accuracy and efficiency
  • Tools and technologies for performing legal accounting with confidence

Duration: 60 minutes

Can’t make the date? Sign up anyway—we’ll send a recording to everyone who registers! 

*The live presentation of this webinar is eligible for CLE and CPD credit in specific jurisdictions.

* CLE and CPD Information

Clio has partnered with the ABA to seek eligibility for CLE and CPD credits to lawyers with licenses to practice in the United States and Canada who join the live session of this webinar.

States typically decide whether a program qualifies for MCLE credit in their jurisdiction 4-8 weeks after the program application is submitted. For many live events, credit approval is not received prior to the program.

To Receive CLE or CPD Credit: If you have met the participation requirements, you will receive a personalized CLE/CPD affidavit from [email protected] for the webinar you attended to completion. Please check your spam or junk folders as these emails often end up there. Please note you have to fill out an affidavit for each individual webinar. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will be emailed to you as well from [email protected].

To qualify for credit, you must:

  1. Register for the webinar (and log in live on the day/time of the session) under your own personal credentials, as we will need this to verify your proof of attendance. *Note: You should not use someone else’s registration or credentials to log in and must ensure that your name and email are registered correctly.
  2. Attend the entire session live.
  3. Participate in the polls during the live session.
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Headshots Joshua Lenon
Joshua Lenon

Lawyer in Residence


Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.