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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

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 the excess funds that remained in trust. In light of that call, I thought it worthwhile to cover...

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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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3 min read

Why Agreeing to Rent Out Your Law License May Not Be the Best Idea

Solo and small firm lawyers continue to occasionally call in wanting to discuss a business opportunity that has come to be known as a “license...

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3 min read

How to Write a 'Closing Your Practice' Letter

Occasionally a lawyer will reach out to me wanting clarification on what should be covered in a letter notifying active clients, whose matters the...

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3 min read

Two Letterhead/Advertising Missteps You Don’t Want to Make

I’ll admit that advertising missteps rarely garner much attention from those who enforce the Rules of Professional Conduct. This shouldn’t be much...

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6 min read

What You Learn at the Office Stays at the Office — A Support Staff Confidentiality Primer

Trust, which is built upon a lawyer’s ethical duty to keep all information relating to the representation of a client confidential, is the hallmark...

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3 min read

How to Recognize When Rationalizations and Creative Lawyering Aren’t the Answer

I’ve heard all kinds of crazy comments from lawyers over the years. For example, during a CLE event with a state bar’s ethics counsel sitting next...

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4 min read

Checklists for Closing Your Practice and Winding Up Your Business

Common reasons lawyers close their practices include a medical disability, wanting to retire, a move out-of-state, or a career change. While the...

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2 min read

One Reason Why Reminders Never Hurt

I took a call worth sharing because the learning it provides serves as a good reminder about the perils that can arise from a failure to follow...

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6 min read

Why Effective Client Communication Is all About Details and Documentation

ABA MRPC Rule 1.4 Communication seems clear on its face. Attorneys are to keep clients reasonably informed about the status of their matters as well...

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2 min read

How to Avoid Ever Thinking “Oh, I Shouldn’t Have Said That”

I recently asked several of our claims attorneys to identify the top habits they felt new lawyers should develop from day one. With one exception,...

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