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solo and small firm resources

4 min read

With Attorney Client Relationships Minor Details Matter

Due to a recent move, my wife and I are experiencing the joys of learning to work with a new HOA. On the upside, this HOA is much better run and far more financially sound than the one we left back in Montana. As to the downside, well let’s just...

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3 min read

The Interplay Between the Duty to Maintain Client Confidences and Courthouse Security

A man attempted to rape a county employee inside of a courthouse bathroom. A criminal defendant who was scheduled to appear in court to enter a...

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5 min read

The Problem With Taking Practice Management Shortcuts

When traveling on business, it can be so easy to grab a burger and fries at a local drive-thru verses taking the time to find a place where I can...

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3 min read

How to Secure Your Smartphone

Smartphones can be a significant cybersecurity risk, in part because many owners take a lackadaisical view when it comes to properly securing them...

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2 min read

How to Make a Graceful Exit from Your Practice

I was recently at a cocktail reception with a bunch of attorneys that I would describe as a group of 50 somethings. This gathering was a first for...

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2 min read

How to Avoid the Counterfeit Trust Account Check Scam

Counterfeit checks are more of a problem than most realize. Scam artists create millions of these checks each year and while there are a wide...

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3 min read

Theft of Client Funds and the Interplay Between Bad Actors and Innocent Insured Coverage

A question that occasionally comes up concerns insurance coverage for the loss of client funds. This is a particularly troublesome concern due to...

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4 min read

How To Fire a Client And Move On

Sometimes when a lawyer calls in, there is a despondency in the voice that comes across loud and clear. The lawyer isn’t always aware of it; but...

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3 min read

Why You Really Do Need to Create and Keep a Copy of All Your Files

I won’t keep you waiting and wondering. In my mind, the reason is self-evident. If you ever find yourself having to deal with a malpractice claim...

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4 min read

Ethical and Budget Friendly Cybersecurity for Solo Lawyers

Current Climate We are a very mobile society and our technology usage seems to increase with every passing day. Lawyers are no different. It is not...

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5 min read

Quality Control in the Practice of Law

Back in the 80’s, Wendy’s aired a commercial that has remained a personal favorite and can still bring a smile to my face to this day. Here’s the...

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6 min read

The Risks That Come with Serving on a Corporate Board

Underwriters in the legal malpractice insurance space often exercise caution when reviewing applications of firms that have one or more attorneys...

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4 min read

Are You Giving Your Clients Non-Verbal Cues About Your Competency as a Lawyer?

The number of times I’ve observed or heard about a problematic nonverbal interaction with a client (to which the involved lawyer or staff member was...

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