Legal Accounting 101 (12/4/24)

Legal Accounting 101: Financial Tips for Long-Term 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 webinar where experts will unpack essential tips tailored specifically for legal professionals.

In this program, 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 

The CLE will be followed by a Clio Accounting Showcase from 3:00pm-3:15pm. 

SPEAKERS:
Joshua Lenon, Lawyer in Residence, Clio, Vancouver, British Columbia
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. 

Sania Saeed, Solutions Engineer, Clio, Vancouver, British Columbia
Sania Saeed is a Solutions Engineer at Clio. She specializes in empowering attorneys to unlock the full potential of Clio through her expertise in the software’s features, integrations, and new releases. Sania has helped hundreds of small to mid-sized law firms successfully transition to Clio over the last 3 years, whether they were just starting out or migrating from an existing system.

To confirm you are ready to participate in an on demand webcast, please take the browser test here: http://eventcenter.commpartner...

Live CBA Committee meetings and seminars will take place via Zoom webinar.  You will click on "view video" and be directly connected to the meeting/seminar on Zoom.  (You will not receive a Zoom link.)

You MUST have Zoom Desktop Client on your Mac or PC to view a live program. If using a mobile device, you must have the Zoom App (available in the App Store or Google Play).

System requirements for Mac & PC can be found here. System requirements for mobile devices can be here.  

Please note that audience members do not need video or audio access.  Audience members are able to submit questions via the chat or Q & A features of Zoom. 

Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live.