Category Archives: Business Planning

Where are your go to resources?

What is the best trust accounting software I should adopt for my firm? When should I run a conflicts search? How long I should keep closed client files – if my client has a copy already? Where should I open … Continue reading

Posted in Billing, Business Planning, Client relations, eLawyering, Email, Ethics, Fraud & Embezzlement | 2 Comments

Battling Dragons as You Start Your Solo Practice

I see more lawyers these days who are launching their solo practice. Some line up office-sharing arrangements while others decide to go slow by initially working from home. An article I wrote for the Oregon Bar Bulletin, “Home Alone: Where … Continue reading

Posted in Business Planning, General, Professionalism | 6 Comments

Don’t Let Your Referral Sources Dry Up

It is very important not to let your referral sources dry up. Referrals dry up when you lose contact, so you should stay in consistent contact. Put together a list of your referral sources and adopt of regular program of … Continue reading

Posted in Business Planning, Law Practice Management, Marketing, Resources | Leave a comment

The Importance of Planning

I spoke at the The Oregon Minority Lawyers Association (OMLA) and the Multnomah Bar Association (MBA) Hanging Out Your Shingle yesterday with two successful Portland, Oregon solo practitioners, Ken Mitchell-Phillips of Mitchell Phillips Law PC and John Kodachi of John … Continue reading

Posted in Business Planning, Law Practice Management, Marketing | Leave a comment