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Effective Billing Practices: Happy Clients & Happier Attorneys

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Date Published

February 5, 2014


Mecklenburg County Bar


Ethics, General, Practice Management


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Choosing a Billing Type & Pricing It
• Setting a Billing Method
• Benefits and Drawbacks of Different Fee Arrangements
• Pricing Strategies

Beginning the Relationship – Salesmanship & Agreements
• Salesmanship
• Justifying & Negotiating Fees With Clients
• Standard Fee Agreements and How They Work

Timekeeping, Billing & Bookkeeping
• Techniques for Accurately Recording & Invoicing Time
• Software and Technology
• Record Preservation, Trust Accounting & Keeping Bruno at Bay

Ethically Addressing Nonpaying Clients
• Strategies for Collection
• Collection from Delinquent Clients
• Withdrawal from Representation
• Fee Dispute Resolution
• Ethical Concerns

The views and opinions are not necessarily those of the 26th Judicial District Bar.

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Philip Newsom

Heather W. Culp
Essex Richards, P.A.

Heather is a consumer bankruptcy lawyer (primarily representing individuals and married couples with too much debt), a... Read More

David S. Melin
Rayburn, Cooper & Durham, P.A.

Keith B. Nichols

Horack, Talley, Pharr & Lowndes, P.A.
Chair, Fee Dispute Resolution Committee

Annemarie Pantazis

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Program Titles and Supporting Materials

This program contains the following components:

Effective Billing Practices: Happy Clients & Happier Attorneys (NCSB# 21): Part 1 - Video
Effective Billing Practices: Happy Clients & Happier Attorneys (NCSB# 21): Part 2 - Video
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. 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.

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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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