Ethics for Paralegals

Ethical Issues and Responsibilities in Billing for Paralegals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
OnDemand
59 minutes
Candy Ryan
With Candy J. Ryan from Silvera Deary Ray, PC
Recorded July 16, 2024.
Product ID 98893

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Course Includes
$119

OnDemand Video

Course Book Download

OnDemand content will be available within 7 days of event date.


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$69/month

Overview

Navigate Through the Rules and Layers of the Billing Process

Do you know the most efficient ways to bill clients responsibly? Are you using the proper tools to provide ethical and accurate monthly billing? At this informative program, we will help you identify the best practices for billing and timekeeping, ensuring your success. Register today!

  • Account for billable time with detailed timekeeping.
  • Learn how to prepare proper billing statements and invoices.
  • Maintain billing flexibility by always being ready.

Abbreviated Agenda

  1. Ethical and Legal Guidelines for Billing
  2. Ensuring Detailed Timekeeping and Preparation of Billing Statements
  3. How to Allocate Time Appropriately and Avoid Billing for Unproductive and Unnecessary Tasks
  4. Avoiding Unauthorized Practice of Law
  5. Billing Cycles and Avoiding Late-Arriving Bills
  6. Communicating With Clients Over Billing Matters and Overdue Invoices
  7. Best Practices for Copies and Recordkeeping
Product ID 98893

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in
  1. Ethical Issues and Responsibilities in Billing for Paralegals

    1. Ethical and Legal Guidelines for Billing
    2. Ensuring Detailed Timekeeping and Preparation of Billing Statements
    3. How to Allocate Time Appropriately and Avoid Billing for Unproductive and Unnecessary Tasks
    4. Avoiding Unauthorized Practice of Law
    5. Billing Cycles and Avoiding Late-Arriving Bills
    6. Communicating With Clients Over Billing Matters and Overdue Invoices
    7. Best Practices for Copies and Recordkeeping

Who Should Attend

This intermediate level course will provide attendees with real-world insights for maintaining ethical responsibilities in billing. Those who may benefit include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Speakers

Candy J Ryan
Candy J.
Ryan
Silvera Deary Ray, PC
Speaker bio
Candy J Ryan

Candy J. Ryan

Silvera Deary Ray, PC
Candy Ryan

, CRP, BA, is a litigation paralegal at Silvera Deary Ray, PC. She has extensive experience handling such diverse matters as non-subscriber defense and subrogation, commercial litigation, insurance defense, bankruptcy, business and corporate, probate and trust, real estate, trucking and railroad, as well as family law. Ms. Ryan has assisted attorneys with litigation case management, including but not limited to preparing and responding to discovery requests, records retrieval, review and analysis; as well as preparing for trials, arbitrations, depositions and hearings; and has participated in evidentiary presentations at trial and arbitration. She is experienced in the preparation and filing of pleadings, documents and discovery in both federal and state courts in numerous jurisdictions, including, Texas, California, Washington, Oregon, Arkansas, Oklahoma, and others. Ms. Ryan has been an active part of the legal community since 1979, having worked in Seattle, San Diego and Dallas. She is a graduate of the University of San Diego, ABA accredited paralegal studies program (1988); and has specialized in litigation for more than 30 years. In addition, Ms. Ryan is one of the initial 16 paralegals to be certified by the National Federation of Paralegal Association (NFPA) as a CORE registered paralegal in the state of Texas, and one of the first 200 CRPs in the United States. Further, she received her B.A. degree in legal studies in 2015. Ms. Ryan enjoys public speaking and has been a regular contributor to National Business Institute and Institute for Paralegal Education seminars since 1999, where she has spoken on civil litigation, ethics and legal writing. She also presented at the 2017 Paralegal Cruise on Ethics.

Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.

How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.

Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.

Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.

When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

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