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solo and small firm resources

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 to a cold call or to a client who needs a service that your firm doesn’t provide. Referrals can occur...

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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...

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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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Male attorney standing and shaking the hand of a departing client.

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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