Financial Health for Your Firm

Selecting the Best Billing Arrangements for Your Firm

 Join Mayur Gadhia, Founder of CloudAct, and Kimberly Y. Bennett, Founder of K Bennett Law LLC, to learn how different forms of billing arrangements result in satisfied clients and healthy law firm cash flow. Throughout the session, we’ll explore how to properly value your legal services, and we’ll help you uncover what alternative billing arrangements will help you better meet the needs of your clients. Kim Bennett will also discuss how she has collaborated with her legal coaching community and clients to come up with creative alternative fee structures. 

Optimizing Your Law Firm Collections

Learn how your firm can succeed by utilizing modern and flexible payment solutions in this meetup with Angie Purves, Owner of Advantage Virtual Services, and Jordan Turk, Legal Content and Compliance Manager at LawPay. The panelists will talk about how to offer a variety of payment options, such as payment plans and online credit card payments, while outlining the benefits for both your firm and your clients. Make sure to attend this meetup to improve your collections and future-proof your firm. 

Automating Your Billing and Invoicing Processes

In this session, learn how automation tools can improve billing and invoicing productivity, achieving a smoother experience for both law firms and clients. Peggy Gruenke, Co-Founder of CPN Legal, will discuss how to make monthly billing less painful by reducing redundancies and simplifying tasks like time tracking, invoice creation, and invoice reminders. Peggy will also walk the audience through an automation workflow and will answer any questions you may have.

Building a Better Budget for Your Law Firm

February 25, at 11 a.m. PST / 2 p.m. EST

Join Clio’s Lawyer in Residence, Joshua Lenon, and Mark Khazanovich, Director of Operations at KORE Accounting Solutions, for advice on how to build a smarter and more strategic budget for your firm. The panelists will start with why it’s important to create a budget, and cover the steps necessary to accurately forecast your budget. They will also focus on often overlooked budget considerations—like software and training—that are essential to running a successful law firm in today’s innovative and virtual legal landscape.