Managing Your Practice

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Lawyer Advertising, Ethics, and Geo-fencing

In the good old days, plaintiff lawyers hoping to find a few new clients would place ads on billboards located near hospitals. From an ethical perspective, as long as these lawyers followed through with their obligations set forth in the advertising rules of their respective jurisdiction’s Rules of Professional Conduct (RPCs), it was all good. [...]

Data Security and All the Other Lawyers

During a presentation at the ABA’s 44th National Conference of Professional Responsibility last year, a CLE panelist threw out the following. Given that a lawyer has an ethical duty to verify that any vendor a firm works with has in place appropriate safeguards to keep the lawyer’s data secure, why wouldn’t the same duty arise [...]

When It Comes to Civility, JFK Got It Right!

An invitation to speak on the topic of lawyer civility came my way recently and two things about the request caught me a bit off guard. One was that the initial time slot was three hours and the other was a desire for the focus to be on sharing practical tips on how lawyers could [...]

Finding Time to Be a Lifelong Learner

"I just need extra time to implement that email organizing process you taught me." "When I have the time, I'll use that delegation process you shared with us." "Next week, when things are a little less busy, I'll get to process and study those materials you sent." I could keep going...on and on. But, I [...]

By |2018-12-07T15:07:57-06:00December 12th, 2018|Attorney Wellness, Managing Your Practice|0 Comments

The False Sense of Security that Comes with Redundant Calendaring Systems

In my experience, almost all lawyers have redundant calendars in place. Often there’s a primary master calendar and some sort of backup, which could be anything from a digital backup to a secretary’s paper calendar. Some attorneys go even further. For example, in addition to a primary master calendar and some sort of backup, there [...]

ALPS In Brief Podcast – Episode 25: Avoiding Claims – 6 Practices Every Lawyer Should Implement

In this episode of the ALPS in Brief podcast, ALPS claims attorney Kobi Gibbs sits down with ALPS Risk Manager Mark Bassingthwaighte to offer examples and advise on best practices to implement to avoid finding yourself dealing with claims. ALPS In Brief, The ALPS Risk Management Podcast, is hosted by ALPS Risk Manager, Mark Bassingthwaighte. [...]

Document, Document, Document

A lot of legal malpractice claims come down to a he-said-she-said between the lawyer and the client and, despite ethical obligation of candor imposed upon lawyers, more often than not those type of disputes go the way of the client absent that documentation. Imagine the client who negotiates a business deal and comes to you [...]

Share Your Dreams With These 3 People

Can you imagine your work and your life a year from now? What can you anticipate coming your way? What could impact the way you do your job? And, what will your family look like in regards to the changes you know are coming? Recently, I spoke for a group of Majors and Lt Colonels [...]

By |2018-11-13T16:43:00-06:00November 14th, 2018|Attorney Wellness, Managing Your Practice|0 Comments

When The Client Wants Your File Too

You’ve given it your all and your client has been pleased with how the matter progressed. However, now that things are wrapping up, this client thought the time was right to let you know that once everything is finalized you are to turn over the original file. In short, you’ve just been informed you are [...]

Disengagement Letters Verses Letters of Closure – Two Sides of the Same Coin

Some may view this as me being nitpicky, but there is a difference between disengagement letters and letters of closure. Yes, while both serve to document the conclusion of representation, it’s the underlying reason for their use that differentiates the two. As I’ve written in the past, closure letters are to be used at the [...]