CosmoLex Webinar Series
Billing & Trust Mistakes That Hurt Client Trust—and How to Prevent Them
Wednesday, March 4, 2026 at 2 p.m. ET / 11 a.m. PT

Money feels personal to clients, especially when legal fees are involved. When invoices, retainers, or trust activity feel unclear, they lose confidence fast. Payments slow down, questions pile up, and trust starts to slip.

This live workshop shows you simple billing and trust fixes that make the money side feel clear and controlled—so clients pay with fewer questions and more confidence in your firm.

What You’ll Learn:

  • Pinpoint the billing habits that trigger hesitation and invoice pushback
  • Create clear, consistent invoices clients can approve quickly
  • Manage retainers and trust funds accurately, with compliance built in
  • Use guardrails that catch errors early, before clients ever see them

When clients feel confident in your process, trust gets stronger and payment gets easier. Register now to join us live.

Expert Hosts
Erica Birstler
Erica Birstler
VP, Product Communications
& Support
Connect Online
About Our Guest Expert

Erica Birstler is the Vice President of Product Communications at ProfitSolv, the parent company of CosmoLex. ProfitSolv delivers the right software products for law firms and other professional service industries to allow them to be more efficient and achieve greater profitability.

Erica's degree is in Business Administration, and she has nearly a decade of experience in the legal software industry, catering to the specialized technology needs of small to mid-sized law firms. Erica has given numerous presentations across North America on legal technologies such as law practice technology management, cloud computing, and legal billing & trust accounting compliance.

There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.
Andrea C. Kryszak
Andrea C. Kryszak
Kryszak & Associates, Co., LPA
Ohio
There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.
Rebecca Norton
Rebecca Norton
On Point Legal
Louisiana
Using a third-party platform for accounting didn’t make sense anymore…conflict check approach is good and I like the ability to handle my accounting within the case management software.
Andy Patzig
Andy Patzig
Patzig Law
Virginia