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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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solo and small firm resources

2 min read

Why Documenting What You’re Not Retained to Do Can Be Important Too

In my experience, too many lawyers appear to be quite comfortable running with an assumption that their client’s understanding of what the scope of representation is aligns with theirs. This is one of the reasons why I suspect trying to convince...

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1 min read

A Malpractice Avoidance Checklist

If you were to collect everything I (and many others like me) have written on risk management for lawyers, I suspect the collection would fill a...

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3 min read

Preparing for an Extended Absence – Advice for the Solo Attorney

Given how difficult it can be to try and take a planned absence, such as a long vacation or maternity or paternity leave, it’s no wonder that having...

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2 min read

How to Deliver Bad News

Difficult conversations can be, well difficult; particularly if the purpose of the conversation is to pass along bad news. After all, who looks...

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2 min read

We Don’t Keep Client Personal Info, So We Don’t Need Cyber Coverage, Right? Wrong!

Lawyers often share with us that, as they see it, they really don’t need a cyber liability policy. They seem to base this conclusion on the fact...

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4 min read

Why Lawyers Should Prioritize Housekeeping

Over the years I have visited more firms that I can remember; but no visit stands out more than the one that made me feel as if I had walked on to...

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2 min read

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...

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3 min read

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...

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7 min read

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...

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3 min read

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...

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2 min read

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...

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3 min read

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...

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1 min read

Difficult Clients in Difficult Times

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...

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