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30 Things Every Solo Attorney Needs to Know

Flying Solo Checklist

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ALPS Branded marquee image for CLE course covering 30 tips every solo attorney needs to know

Course Description:

Running a solo practice brings unique challenges that can expose attorneys to increased malpractice risks and ethical concerns. Using a 30-item checklist as the foundation, this program explores common pitfalls solo practitioners face and provides practical strategies to prevent and manage them. Participants will gain actionable insights into documentation, time management, and client care—all essential to maintaining professional responsibility and protecting both clients and the practice.

Learning Objectives:

  • Identify the importance of thorough file documentation - including what the term "thorough" means - and how inadequate documentation can increase the risk of malpractice.

  • Understand why taking care of oneself is so vitally important for a solo practitioner, both to maintain personal well-being and to prevent ethical lapses caused by burnout.

  • Appreciate the value of calendaring best practices as a safeguard against malpractice claims related to missed deadlines or client communication failures.

  • Identify the importance of designating a backup attorney to ensure continuity of representation and compliance with ethical obligations in the event of incapacity or unavailability.

  • Implement practical, cost-effective cybersecurity measures, including encryption, multi-factor authentication, and secure communication practices.

  • Promote a firm-wide culture of cybersecurity awareness through staff training and clear protocols for identifying and responding to threats like phishing and social engineering.

 

Course Details

 

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