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Insurance Glossary

The world of insurance for law firms can be confusing, and difficult to navigate. We've created this glossary because these common insurance terms should be easy to understand.

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law practice management

lawyers discuss conflict waivers

2 min read

Joint Representation Conflict Waivers – Why You Can't Have It Both Ways

An estate planning firm asked me to review several sample Consent to Joint Representation forms they were using with their clients; and what I found was troubling. To set the stage, this firm was accustomed to providing coordinated estate planning...

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Lawyer receiving notice of a malpractice counterclaim.

6 min read

How to Avoid the Legal Fee Suit Counterclaim

You finish a client matter. You feel good about the quality of your work, and you are pleased that you got such a good result for your client. Then,...

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thank you letter from an attorney sits on a wooden desk

5 min read

Don't Underestimate the Importance of Closure Letters

Over the years, I have found that the use of closure letters varies greatly, not only between firms, but even between attorneys practicing at the...

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lawyers make their business plan

5 min read

Lawyers: How and Why to Implement a Business Plan to Guide Your Firm

Successful businesses of all shapes and sizes often take time once a year or so to review and update their mission statement, strategic plan, and...

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A social media happy lawyer is forgetting to ponder whether their law firm's social media marketing strategy is ethical

4 min read

Is Your Law Firm’s Social Media Marketing Ethical?

As firms close out the year, plans are being finalized for next year’s marketing campaigns. Indeed, firms are planning many creative ways to market...

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4 min read

Passive Management: Is Your Law Firm Lacking Leadership?

After having consulted with over twelve hundred law firms over the years, trust me when I say that more than a few small law firms around the country...

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4 min read

How to Stop Having to Write and Send Declination Letters

Declination letters, also referred to as non-engagement letters, are those letters that say, “thanks, but no.” Some lawyers use them religiously and...

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3 min read

Can Lawyers Use Apps Like Venmo, Zelle, or PayPal?

As with so many tech decisions lawyers face, the answer is yes, as long as any associated ethical issues are identified and responsibly addressed....

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4 min read

Is It Okay For a Lawyer to Text with Clients?

Is it okay for a lawyer to text with clients? This question is one that keeps coming up. The short answer is yes; but just because you can do...

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1 min read

Don't Make Promises to Your Clients

My family and I were recently driving home from a camping trip and made a stop for some lunch along the way. The kids asked if we could also get...

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14 min read

ALPS In Brief — Episode 65: Cybersecurity Services for Solo and Small Law Firms

In this episode of ALPS In Brief, Mark and the founders of Sensei Enterprises discuss cybersecurity options and support for solo and small law...

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5 min read

Is Making a Referral Risky?

Referrals of all types are commonplace in the practice of law. They are often made after work is declined. Staff may pass a name along in response...

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