Managing Your Practice

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Considering Limited Scope Representation? Don’t Play Fast and Loose with the RPCs.

Let’s review the basics. ABA Model Rule 1.2 (c) allows a lawyer to limit the scope of the representation if the limitation is reasonable under the circumstances and the client gives informed consent. In those jurisdictions that have adopted similar language, many have added a requirement that informed consent be confirmed in writing. As an [...]

By | 2017-11-07T16:22:22+00:00 November 9th, 2017|Managing Your Practice|0 Comments

When Purchasing a Law Practice, Never Run with Assumptions

Assumptions. We all make them day after day. In fact, as I see it, doing so allows most days to progress with some level of predictability. For example, I often assume all my tech will function problem free, the power will stay on, and that if I need anything from anyone at the office, they’ll [...]

By | 2017-10-10T09:03:41+00:00 October 9th, 2017|Managing Your Practice|0 Comments

Why Declinations Really Do Need to Be Tracked

I’ve always been curious about why some attorneys never take the time to make sure that at least the name of every declined prospective client makes it into the firm’s conflict database. Perhaps there is a belief that since no attorney-client relationship was formed, no subsequent conflict could arise. Perhaps others believe that the risk [...]

By | 2017-08-24T13:27:10+00:00 August 29th, 2017|Managing Your Practice|0 Comments

Try Not To Be A Patsy, Seriously.

I’m not sure why, but I’ve always had a fondness for the word patsy. While the word doesn’t seem to be in wide use anymore, I personally believe the time for its resurgence has arrived given its meaning. Think about it. A patsy is a person who is easily taken advantage of, especially by being [...]

By | 2017-11-17T11:47:36+00:00 May 8th, 2017|Managing Your Practice|0 Comments

How To Identify The Potential Clients You Really Should Say No To

Everyone makes a bad decision now and again. Unfortunately, if the bad decision was agreeing to take on a client that you really should have said no to, life just got a little more complicated. In short, you have likely signed up “a problem client.” When this happens, some will recognize the bad call and [...]

Presenting Electronically In Trial – Five Things To Think About

Last week I watched a trial.  Usually, I do this from the “hotseat,” running the electronic trial technology and presenting exhibits.  This time, I was there to be sure that the wireless network in the court room did not go down during trial.  [Lessons confirmed:  1 - Do not rely on the courthouse wireless network [...]

By | 2017-10-23T11:37:57+00:00 March 13th, 2017|Law Tech, Managing Your Practice|0 Comments

Don’t Minimize The Importance Of Managing Your Side Of the Attorney-Client Relationship

Over the years, numerous articles have been written on how to successfully manage attorney-client relationships. Typically, these articles emphasize effective and thorough communication skills, maintaining a professional presentation at all times and in all work spaces, learning all you can about your clients in order to anticipate additional legal needs they might have, taking the [...]

By | 2017-07-27T15:16:57+00:00 February 27th, 2017|Managing Your Practice|0 Comments

If You Failed To Document It, It Never Happened.

Please, can we just acknowledge that lawyers as a group are terrible when it comes to properly and thoroughly documenting their files? Of course, not you, but all the other lawyers out there sure are. You wouldn’t believe how bad it can get. I say this because with almost every claim we handle we have [...]

By | 2017-07-27T15:50:01+00:00 January 18th, 2017|Managing Your Practice|1 Comment

Yes, Virginia, There Really Are Accidental Clients

I will share that I can appreciate a well-crafted cocktail; but I can also assure you that when I am in a situation where such beverages are being served, I never allow myself to get involved in a conversation about someone else’s legal problems and I strongly encourage you to do the same. Let me share a short [...]

By | 2017-07-27T15:51:06+00:00 December 14th, 2016|Managing Your Practice|0 Comments

When Nonprofit Boards Come Calling

Look, I get it. An opportunity to sit on the board of a local nonprofit is finally yours for the taking. Better yet, it’s a charitable cause you strongly believe in, the opportunity will allow you to get you name out there, and one would expect that the new contacts made will lead to new [...]

By | 2017-07-27T15:51:47+00:00 December 2nd, 2016|Managing Your Practice|0 Comments