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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

4 min read

How To Identify The Potential Clients You Really Should Say No To

(Updated March 2024) Everyone makes a wrong decision now and again. Unfortunately, if the wrong decision was agreeing to take on a client that you really should have said no to, life just got a little more complicated. In short, you have likely...

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3 min read

Presenting Electronically In Trial - Five Things To Think About

Last week I watched a trial. Usually, I do this from the “hotseat,” running the electronic trial technology and presenting exhibits. This time, I...

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4 min read

Don't Minimize The Importance Of Managing Your Side Of the Attorney-Client Relationship

Over the years, numerous articles have been written on how to successfully manage attorney-client relationships. Typically, these articles emphasize...

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4 min read

If You Failed To Document It, It Never Happened.

(Updated March 2024) Please, can we just acknowledge that lawyers as a group are terrible when it comes to properly and thoroughly documenting their...

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3 min read

Yes, Virginia, There Really Are Accidental Clients

I will share that I can appreciate a well-crafted cocktail; but I can also assure you that when I am in a situation where such beverages are being...

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4 min read

When Nonprofit Boards Come Calling

Look, I get it. An opportunity to sit on the board of a local nonprofit is finally yours for the taking. Better yet, it’s a charitable cause you...

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4 min read

How To Minimize The Risk Of Becoming A Victim Of Wire Fraud

Updated 07/2023 Lawyers remain a high-profile target for scammers hoping to get away with wire fraud and the attack vectors they are using continue...

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4 min read

How Long Do We Need To Keep Our Closed Files

Updated August 2023 This question is the one question I’m asked more than any other and I get it. Although my wife is a physician, she had to deal...

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5 min read

Social Media and the Attorney-Client Privilege Warning

I do believe as attorneys we all have a pretty good handle on the ins and outs of attorney-client privilege. It’s not been an issue for me. What...

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