Solo Firm Resources

Home/Solo Firm Resources

9 Ways to Protect Your Firm and Clients from Current Cybersecurity Threats

The COVID-19 pandemic forced most law firms to conduct business in ways they had not done before.  Many firms were forced to transition to work from home on short notice and were required to make the transition without ample time to consider best cyber practices.  This situation is not ideal for law firms as lawyers [...]

How To Start Drafting an Electronic Document Retention Policy

I suspect more than a few law firms, particularly in the solo/small firm space, have yet to take the necessary time to draft and write up a well-thought-out Electronic Document Retention and Destruction policy. It really is an easy task to overlook, if for no other reason than the low cost of digital storage space [...]

Difficult Clients in Difficult Times

https://www.youtube.com/watch?v=wHkAsC4LYWQ   We’ve all had difficult clients. In the best of times, they can be a challenge but in the times we’re living in right now they can be even more unpleasant. Here are 3 suggestions for dealing with difficult clients in difficult times. Before speaking with them, have a plan. Know what you [...]

Why Agreeing to Rent Out Your Law License May Not Be the Best Idea

Solo and small firm lawyers continue to occasionally call in wanting to discuss a business opportunity that has come to be known as a “license rental” business model.  In short, these lawyers are being offered an opportunity to affiliate with an out-of-state law firm or occasionally a non-lawyer owned company, both of which are wanting [...]

How to Write a ‘Closing Your Practice’ Letter

Occasionally a lawyer will reach out to me wanting clarification on what should be covered in a letter notifying active clients, whose matters the lawyer will be unable to complete in time, that they are closing their practice. Here’s my response. Ordinarily these letters will inform each client of any relevant time limitations or time [...]

Two Letterhead/Advertising Missteps You Don’t Want to Make

I’ll admit that advertising missteps rarely garner much attention from those who enforce the Rules of Professional Conduct. This shouldn’t be much of a surprise because, truth be told, complaints about what some firm is doing with their advertising campaign almost always come from competitors. Disciplinary complaints filed by consumers of legal services upset with [...]

What You Learn at the Office Stays at the Office — A Support Staff Confidentiality Primer

Trust, which is built upon a lawyer’s ethical duty to keep all information relating to the representation of a client confidential, is the hallmark of the attorney-client relationship. Think about it. A confidentiality rule makes sense because it’s an excellent way to encourage prospective clients to seek legal assistance when called for and to help [...]

How to Recognize When Rationalizations and Creative Lawyering Aren’t the Answer

I’ve heard all kinds of crazy comments from lawyers over the years. For example, during a CLE event with a state bar’s ethics counsel sitting next to me on a speaker’s panel, two lawyer attendees tried to convince others in attendance that the panel’s position on conflict of interest resolution was clearly wrong. They stood [...]

Checklists for Closing Your Practice and Winding Up Your Business

Common reasons lawyers close their practices include a medical disability, wanting to retire, a move out-of-state, or a career change. While the specific steps that need to be taken and the time frame involved can vary significantly depending upon the reason driving the closure and the type of practice being closed, the following two checklists [...]

One Reason Why Reminders Never Hurt

I took a call worth sharing because the learning it provides serves as a good reminder about the perils that can arise from a failure to follow through. Here’s the short version of what transpired followed up by what I view as the key takeaways. A long-term client reached out to his attorney to ask [...]