Getting Paid Combo – Basic and Advanced Concepts

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Event Description

How do you ensure you will get paid for the work you do? Unfortunately, there is no single magic secret to share as to why some firms get paid and others don’t. Rather, there is a proven methodology you can and should follow. This course will take you through the series of essential steps which are guaranteed to reduce your receivables and improve your cash flow. Covered topics include the emotional issues connected to managing receivables for both attorneys and clients; performing credit checks; engagement agreements; timing issues billing and follow-up; communications; and when to put the pen down. This course additionally includes details on how to create an automated receivable follow-up program; taking credit cards; liens on files; reporting non-paying clients to credit bureaus; and the pros and cons of bringing suit to collect fees.

[Note: this course is also suitable for bookkeepers or other key office personnel who are involved in the receivable management process.]

CREDITS:

2.0  ETHICS CREDITS

SPEAKER:

Ellen Freedman, CLM, Law Practice Management Coordinator, Pennsylvania Bar Association

Ellen has been serving as the Law Practice Management Coordinator for the Pennsylvania Bar Association since 1999. In that capacity she assists PBA’s members with management issues and decisions on the business side of their practice; including areas like technology, financial management and profitability, human resources, marketing, risk management, setting up a practice, closing a practice, and much more. PBA members are encouraged to contact Ellen through the 800 “Hot Line” at PBA headquarters, (800-932-0311 x2228) or through email (lawpractice@pabar.org). Ellen is founder and President of Freedman Consulting, Inc., which was founded in 1998. Her consultancy assists PA law firms with a wide range of issues and projects on the business side of the practice. Her assignments concentrate in strategic planning, retreat facilitation, management audits and best practices, and change implementation. More information about Ellen and her law practice management services may be obtained at www.FreedmanLPM.com.

Ellen holds the designation of Certified Legal Manager through the Association of Legal Administrators (ALA), the credentialing body for the CLM degree. Of the 11,000+ members of the ALA, approximately 360 are certified legal managers. Ellen was one of the first 20 in the nation to have achieved this designation. She holds a Certification in Computer Programming from Maxwell Institute, and a Certification in Web Site Design and a B.A. from Temple University.

Ellen was inducted as a Fellow of the College of Law Practice Management in October, 2020. Membership in the College is by invitation only. Eligible nominees include those who have made significant contributions to the field of law practice management for over ten years. Since its establishment over twenty years ago, nearly 300 practitioners from 5 different countries have become Fellows of the College.

Ellen managed inside law firms for twenty years. Most of that time was spent in a mid- size (35+ attorney) firm environment. Prior to that, Ellen managed in a variety of multi-corporate environments. She was a member of the Association of Legal Administrators for over 20 years, and founded the Independence Chapter. She is a frequent author and speaker on law firm management issues on a national level.

QUESTIONS?

Email Lexi Driendl (cle@lancasterbar.org), Continuing Legal Education & Marketing Coordinator