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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

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 the set of Close Encounters of the Third Kind. I kid you not. One of my favorite scenes in that film...

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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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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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