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What Law Firm Clients Need to Know in Running their Firm

When working with law firms they need to understand the financials and what they need to watch. Monitoring trust, suspense, advanced costs, hours worked, collections and compensation. Helping clients understand and setup to monitor these factors is a role for the advisor.

Learning Objectives:
• Measurements when working with attorneys
• Accounts that need to be monitored and how to do so
• Compensation factors

Instructor: Caren Schwartz
Length (in minutes): 50
Level (Basic, Intermediate, Advanced): Intermediate
Prerequisites: None
CPE Field of Study: Business Management and Organization
CPE Hours: 1
EA/AFSP CE Hours: 0
Topic Category: Client Transformation


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