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Time, Billing & Accounting

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Practice HQ now includes two easy ways for ISBA members to get their legal technology and law practice management questions answered by an expert at Affinity Consulting Group. At no cost, members can now email their question to an expert or schedule a one-on-one, remote consultation.

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Whitepapers

  • Basic Legal Accounting Concepts you NEED to Understand
  • Timekeeping and Billing Systems
  • Client Costs Advanced
  • Client Trust Funds
  • Budgets and Account Management
  • Why You Need an Accounting System
  • Why Lawyers Need to Keep Track of Time
  • Time vs. Value Billing - Shifting the Risk
  • Law Firm Financial Reporting
  • My Accountant Wants me to use QuickBooks (or Peachtree (Sage 50c))!
  • A Beginners Guide to Understanding LEDES

More Whitepapers



Videos

  • Actionstep - Hourly Billing
  • Actionstep - Paying Vendors
  • Actionstep - Time, Billing, and Accounting Essentials
  • Best Practice Tips: Expectations for Associate Attorney Billable Hours
  • Orion - Check Requests
  • Orion - Conflict of Interest
  • Orion - Fee Entry
  • Orion - File Maintenance Overview
  • Orion - Firm Performance Dashboard
  • Orion - Matter Status
  • Orion - My Performance Dashboard
  • Orion - Payment Calendar
  • Orion - Reimbursement Manager and Reimbursement Entry
  • Orion - Smart Timers
  • Orion - Time Manager
  • PCLaw - Bill Templates
  • PCLaw - Billing Overview
  • PCLaw - Reporting
  • PCLaw - Request Checks - Time and Fees
  • PCLaw - Time and Fees
  • Quick Takes for Your Practice: What is IOLTA
  • Quick Takes for Your Practice: Unidentified funds in IOLTA accounts
  • Quick Takes for Your Practice: 3 Tips on How to Avoid Fee Disputes in Criminal Cases
  • Tabs3 - Billing
  • Tabs3 - Fee Entry
  • Tabs3 - Payments
  • Tabs3 - Rates
  • Tabs3 - Trust Accounting
  • Tabs3 Version 16 - Tips and Tricks
  • Trust Accounting Pitfalls

More Videos



Checklists

  • Bank Account Reconciliation and Checklist
  • Trust Account Reconciliation and Checklist
  • Time, Billing & Accounting Software Feature Consideration Checklist

More Checklists

 
 

Ethics

ISBA Advisory Opinions on Professional Conduct

  • Accepting Payment and Retainers by Credit Card 14-01
  • Contingent Fees 12-20, 12-02, 02-03
  • Advance Payment Retainers 12-19
  • Charging Interest 94-06, 87-10
  • Collection Action 12-11, 01-02, and 92-13

Other Ethics Resources

  • ARDC Client Trust Fund Handbook
  • ARDC Guide to Opening a Trust Account (Video)
  • Illinois Rule of Professional Conduct 1.5 Fees
  • Illinois Rule of Professional Conduct 1.15 Safekeeping Property

More ISBA Ethics Resources

Articles

Billing

Collections

IOLTA

Law Firm Accounting

Retainers

Attorney Fees