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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

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 of a surprise because, truth be told, complaints about what some firm is doing with their advertising...

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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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3 min read

How Failing to Plan for One’s Retirement Can Become A De Facto Plan to Fail

In light of my 60th birthday celebration soon becoming a memory, my wife and I have been spending a fair amount of time of late reviewing our...

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7 min read

The Basics of Buying Malpractice Insurance

I have yet to read an insurance policy that I would consider a great read. So let’s admit it, insurance policies are rather boring. I suspect few of...

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4 min read

When Passwords Fail - A Personal Story

Sometimes married couples see things differently and the only way to resolve the tension is by finally deciding to agree to disagree. That’s how...

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2 min read

When It’s Time to Withdraw

Sometimes things change as matters progress, like the legal needs of the client, your ability to continue to provide competent representation, the...

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3 min read

The Importance of Recognizing Personal Boundaries in the Practice of Law

Boundaries are important. In sports, they define the area of play. In real estate, they designate what one owns. And in personal relationships, they...

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2 min read

Selecting Your Backup Attorney

A solo attorney recently reached out wanting to know how to select a backup attorney. Having now addressed his concerns, I thought it would be...

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