Law Practice Management

4.08

Tips and Tricks for Improving Your Client Intake Process, Billing Practices, and More

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Idaho CLE Approved 3 Total
Kansas CLE Approved 2 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
OnDemand
2 hours 58 minutes
Jonathan Schutrum
Susi Boss
With Jonathan J. Schutrum from Dickie McCamey & Chilcote, P.C. + 1 other
Recorded June 26, 2025
Product ID 101048

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Overview

Secrets to a More Efficient and Effective Law Firm

Are you wasting money? Are inefficient law firm practices and procedures letting the competition cut ahead? Discover where you can improve! Our esteemed faculty will reveal tips and tricks you can use to your advantage to be more efficient with billing practices, client intake, technology tools, and more. Register today!

  • Save time and stress with better billing and invoice practices.
  • Find out where your money is unnecessarily going and put a stop to it.
  • Discover how technology can be your friend and tool to keep your law firm running smoothly.
  • Curb waste and reduce risks by keeping your SOPs in line with the latest best practices.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. 10 Finance and Accounting Black Holes and How to Fix Them
  2. 5 Client Intake Questions You Should Always Ask (and Expectations to Set)
  3. Using Technology to Your Advantage in 2024
  4. Billing, Timekeeping, and Invoicing Best Realistic Practices
  5. 7 Items to Always Keep Updated in Your SOPs

Related Topics

Product ID 101048

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Idaho CLE Approved 3 Total
Kansas CLE Approved 2 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. 10 Finance and Accounting Black Holes and How to Fix Them

  2. 5 Client Intake Questions You Should Always Ask (and Expectations to Set)

  3. Using Technology to Your Advantage in 2024

    1. Document and Data Storage, Management, and Cybersecurity
    2. Responsibly Using AI Tools
    3. Working With Clients Remotely

  4. Billing, Timekeeping, and Invoicing Best Realistic Practices

  5. 7 Items to Always Keep Updated in Your SOPs

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Jonathan J Schutrum
Jonathan J.
Schutrum
Dickie McCamey & Chilcote, P.C.
Susi Boss
Susi
Boss
Higdon, Hardy & Zuflacht, L.L.P.
Speaker bio
Jonathan J Schutrum

Jonathan J. Schutrum

Dickie McCamey & Chilcote, P.C.
Jonathan Schutrum

is an associate in the Dickie McCamey & Chilcote, P.C.'s Litigation Department, where he focuses his practice in medical and professional malpractice defense, nursing home litigation, municipal and governmental litigation, product liability, and insurance defense litigation. An experienced attorney, Mr. Schutrum has successfully prosecuted and defended legal actions in both New York state and federal courts. He also has experience handling and resolving matters through alternative dispute resolution and mediation. Mr. Schutrum graduated, magna cum laude, from George Washington University, before earning his law degree from the Syracuse University College of Law. He is a member of the New York State Bar Association and Bar Association of Erie County.

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Speaker bio
Susi Boss

Susi Boss

Higdon, Hardy & Zuflacht, L.L.P.
Susi Boss

has been a senior paralegal with Higdon, Hardy & Zuflacht, L.L.P. for 22 years. She is the past president of the paralegal division of the State Bar of Texas and a member of the State Bar of Texas Family's Law section, The College of the State Bar of Texas, San Antonio Bar Association, National Association of Legal Assistants, and San Antonio Paralegal Association. Ms. Boss earned her associates degree from the College of Paralegal Studies.

View full profile

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