Skip to the main content.
What Size Law Firm Are You?

We've crafted solutions tailored to your firm

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.

← Blog Home

solo and small firm resources

thank you letter from an attorney sits on a wooden desk

5 min read

Don't Underestimate the Importance of Closure Letters

Over the years, I have found that the use of closure letters varies greatly, not only between firms, but even between attorneys practicing at the same firm. The excuses I often hear include statements like “we do a lot of flat fee in-and-out work...

Read More
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...

Read More

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...

Read More

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...

Read More

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....

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More