Managing Lock Up from Onboarding to Collection - Top Tips

Introduction

Legal and accountancy firms by the very nature of their work need to be in control when it comes to the financial relationships with their clients.

This webinar will provide tips on how to manage the elements that impact lock up from the point of on-boarding to collection, making it ideal for credit control teams, finance teams and fee earners.

What You Will Learn

This webinar will cover the following:

• Common pitfalls to successful billing
• How to spot bottlenecks and issues before they become a crisis
• How to manage the ongoing financial relationship
• Procurement process questions to ask your clients
• Improved and empowered 'finance to finance' interactions
• How to draft procedural notes so that fee earners can easily apply client protocols to their billing runs
• How to monitor progress and know when the protocol is failing
• The importance of client set up and where finance fits in with client on-boarding and continual relationship
• How to push to the fore with your firm the message that client procurement and billing requirements need to be met
• How to assess whether you have the internal structures to take on the client

This pre-recorded webinar will be available to view from Friday 19th September 2025

Alternatively, you can gain access to this webinar and 1,700+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.