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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

2 min read

How to Deliver Bad News

Difficult conversations can be, well difficult; particularly if the purpose of the conversation is to pass along bad news. After all, who looks forward to hearing bad news or having to be the one responsible for delivering it? I suspect this is why...

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2 min read

We Don’t Keep Client Personal Info, So We Don’t Need Cyber Coverage, Right? Wrong!

Lawyers often share with us that, as they see it, they really don’t need a cyber liability policy. They seem to base this conclusion on the fact...

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4 min read

Why Lawyers Should Prioritize Housekeeping

Over the years I have visited more firms that I can remember; but no visit stands out more than the one that made me feel as if I had walked on to...

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2 min read

A Risk Management Tip for Attorneys Who Act as Title Agents

Sometimes the teacher becomes the student, which is exactly what happened to me during a post CLE conversation between a panel member and an...

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3 min read

Why You Don’t Get It Both Ways with Of Counsel Relationships

Sometimes a call comes in that I feel compelled to write about and this is one of those times. The question seemed simple enough. Basically, the...

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7 min read

PROCEED WITH CAUTION: Lawyer Referral Services

Smart and ethical legal marketing is an important component of legal practice. Legal marketing encompasses a wide variety of methods and media, with...

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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...

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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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