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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

lawyers make their business plan

5 min read

Lawyers: How and Why to Implement a Business Plan to Guide Your Firm

Successful businesses of all shapes and sizes often take time once a year or so to review and update their mission statement, strategic plan, and operational plan. While a few solo and small law firms do something similar most years, many attorneys...

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4 min read

Passive Management: Is Your Law Firm Lacking Leadership?

After having consulted with over twelve hundred law firms over the years, trust me when I say that more than a few small law firms around the country...

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4 min read

How to Stop Having to Write and Send Declination Letters

Declination letters, also referred to as non-engagement letters, are those letters that say, “thanks, but no.” Some lawyers use them religiously and...

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3 min read

Can Lawyers Use Apps Like Venmo, Zelle, or PayPal?

As with so many tech decisions lawyers face, the answer is yes, as long as any associated ethical issues are identified and responsibly addressed....

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4 min read

Is It Okay For a Lawyer to Text with Clients?

Is it okay for a lawyer to text with clients? This question is one that keeps coming up. The short answer is yes; but just because you can do...

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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...

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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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