Solo Firm Resources

/Solo Firm Resources

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 effectiveness of the attorney-client relationship, or even the ability of your client to pay your fees. And such changes, for some, lead to a recognition that the time to withdraw has arrived. This [...]

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 mark the emotional and physical limits everyone establishes in order to protect themselves from being manipulated, used, or violated by someone else. In short, personal boundaries mark the place where one [...]

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 worthwhile to share my answer for the benefit of others who may have similar questions. Here’s what I had to say. I see the process of selecting a backup attorney [...]

Trusting Your Co-Counsel is a Good Thing, Until It Isn’t

As I’m often apt to do, I have a story to share. A solo employment law attorney, let’s call her Betty, has substantial trial experience. In light of this, she is sometimes asked to serve as co-counsel with a personal injury attorney who she views as both a good friend and a competent attorney. This [...]

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 [...]

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 [...]

Why Would A Small Law Firm Be An Attractive Target For A Cyber Criminal?

Regardless of size, any and every law firm is an attractive target for a cyber criminal.  Think about it.  Law firms serve clients of all shapes and sizes in every sector of our economy and thus a significant amount of the data residing on law firm networks, backup drives, laptops, PCs, and mobile devices is [...]

A Decision to Share Office Space Can Be a Great One, Except When It Isn’t.

Some attorneys prefer working in an office share setting. And look, I get it. The reasons for doing so can be compelling. There’s the savings on overhead, the presence of others who can provide personal and professional support, the opportunity for cross referrals, and the list goes on. While I have no desire to quash [...]

The Top Five Risk Tips for Solo Attorneys

1) In accordance with ABA Model Rule 1.3, plan for your death or disability by designating a successor attorney. There is an obligation to prevent neglect of a client matter post attorney death or disability.  Therefore, finding someone willing to step in and administer the winding down of your practice should the unexpected ever happen, [...]

Utah State Bar Endorses ALPS as the Legal Malpractice Insurance Carrier of Choice for Members.

Effective July, 1, the Utah State Bar announced its exclusive endorsement of ALPS to meet the malpractice insurance needs of its members.  The Bar was impressed by ALPS’ proven track record, financial stability, excellent policy coverage and proactive risk management practices. “Given its understanding and commitment to lawyers and the legal profession, we felt ALPS [...]