Solo Firm Resources

Home/Solo Firm Resources

A Risk Management Tip for Attorneys Who Act as Title Agents

Sometimes the teacher becomes the student, which is exactly what happened to me during a post CLE conversation between a panel member and an attendee that I was fortunate enough to be privy to.  In short, the conversation centered around the issue of title insurers bringing claims against their attorney title agents for title search [...]

Why You Don’t Get It Both Ways with Of Counsel Relationships

Sometimes a call comes in that I feel compelled to write about and this is one of those times.  The question seemed simple enough.  Basically, the callers wanted to know if the fact that a solo attorney was going to be added to their firm website as Of Counsel solely for marketing purposes would have [...]

PROCEED WITH CAUTION: Lawyer Referral Services

Smart and ethical legal marketing is an important component of legal practice.  Legal marketing encompasses a wide variety of methods and media, with internet marketing playing an outsize role. Increasingly, attorneys rely on third-party internet marketing companies that offer a variety of methods to increase exposure and generate leads, ranging from basic services to drive [...]

Ten Ways to Have a More Constructive Conversation with Your Clients

In the context of a conversation between an attorney and a client, effective communication occurs when both the attorney and the client feel they have been heard.  For example, at the outset of representation, a client is often looking for confirmation that their lawyer understands what the problem and desired outcome is.  Similarly, a lawyer [...]

How to Avoid Problems with Third Party Payors

A lawyer called me wanting to discuss third-party payors because his representation of his client had just ended, and he didn’t know what to do with the excess funds that remained in trust.  In light of that call, I thought it worthwhile to cover the basics because if one lawyer has taken the time to [...]

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 [...]

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 [...]

Go to Top