Billing & Trust Accounting Mistakes That Undermine Client Confidence — and How to Prevent Them
What You Will Learn
- Attend this program to learn how to avoid common mistakes in billing & trust accounting and maintain your clients’ confidence.
What You Will Learn
- Attend this program to learn how to avoid common mistakes in billing & trust accounting and maintain your clients’ confidence.
Register now for immediate access to this program.
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Price
$60
for CLE/CJE Credit - MEMBER (Philadelphia Bar Association)
$80
for CLE/CJE Credit - NON-MEMBER
$35
for NON-CLE Credit/Law Student - Members (Materials Included)
$45
for NON-CLE Credit/Law Student - NON-Member
60 minutes
Date Published
February 24, 2026
Publisher
Philadelphia Bar Association
Subjects
Law Practice Management, Other, Skills Training - Self Management
Questions
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Summary
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Billing & Trust Accounting Mistakes That Undermine Client Confidence — and How to Prevent Them
Hosted and presented by ProfitSolv
Originally Presented on Tuesday, February 24, 2026
Billing and trust accounting mistakes can quietly undermine client confidence, but a clear understanding of compliant workflows helps firms prevent these issues before they occur. This CLE presentation will explore common pitfalls and practical steps attorneys can take to strengthen transparency and client trust in their billing practices.
Gain the tools to:
- Recognize the billing and trust accounting mistakes that commonly lead to client disputes and compliance risk.
- Understand how transparent, well-documented billing and trust accounting practices strengthen client confidence.
- Learn the essential safeguards, reconciliation procedures, and record-keeping practices that help prevent trust accounting errors.
Attend this program to learn how to avoid common mistakes in billing & trust accounting and maintain your clients’ confidence.
Featured Speaker:
Erica Birstler
Senior Director, Product Communications
ProfitSolv
0377ODV
Program Titles and Supporting Materials
This program contains the following components:
Media Files
Downloadable Files
Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.
How to Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.
Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.
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