A law office’s ability to accurately bill clients is dependent on each legal professional’s adherence to proper billing practices.
It is essential for all legal professionals to have an understanding of how billing applies to their jobs. A law office’s ability to accurately bill clients is dependent on each legal professional’s adherence to proper billing practices.
This workshop will discuss legal billing and the Uniform Task-Based Management System. The first major area of legal work addressed by the System is litigation. This workshop will discuss the Litigation Code Set and definitions developed by a tripartite effort of the American Bar Association Section of Litigation, the American Corporate Counsel Association, and a group of major corporate clients and law firms coordinated and supported by Price Waterhouse LLP. The System enables lawyers to budget and bill by litigation task, aiding client and counsel in understanding, managing and conducting litigations. It is intended to cover all contested matters, including judicial litigation, binding arbitration and regulatory/administrative proceedings.
The following topics will be covered in this workshop:
1. Good communication with a client regarding billing
2. How to properly document all client communication
3. Understanding the importance of billing frequency
4. A firm’s ethical responsibility concerning billing
5. Problems of the billing process
6. The factors that affect firm profitability
7. Understanding Uniform Task-Based Management System
8. Understanding the Project Code Set and Proper Billing
9. Activity Codes and Proper Billing
10. Counseling Code Set and Proper Billing
CLE: 4 General Credits Approved by the State Bar of California
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Lakisha Lynette Bealer founded Agility Legal Solutions in 2011. Agility offers Estate Planning and Administration services in San Diego, California and virtual paralegal services to attorneys across the globe.
Ms. Bealer has over 20 years experience in the legal industry. She has worked for law firms in both California and Alabama and various financial institutions. In addition to her experience Ms. Bealer holds an Associates degree in Business/Legal Assistant Studies, a Bachelors in Business/Accounting, a Master's in Business Administration, and a Master's in Paralegal Studies. She teaches on-line CLE's for Rainmakers Legal Education and paralegal programs for the Paralegal Academy on-line and on campus in San Diego, California.