This video shows you how to create your own pleading template from scratch. PLF Practice Management Attorney Monica Logan walks you through each step of the process, including creating the caption, line numbering, footer, and saving as a template. This step-by-step guide is perfect for attorneys and staff looking to streamline document formatting and avoid errors.

For any building project, a construction crew relies on a blueprint to outline the foundation and materials. This document ensures that the final structure aligns with the architect’s vision. Similarly, a business plan serves as a blueprint for your law firm. It defines your firm’s purpose and operations, helping you make strategic decisions to bring your vision to life.

To support aspiring and current firm owners, we've refreshed our practice management book series, complete with our latest malpractice avoidance tips, general guidelines, and practical forms. The new design format enhances readability, while the trio of covers embraces the essence of the Pacific Northwest. Whether you're planning to start a firm or already managing one, this set from the PLF reveals valuable insights to guide your journey.

Conflicts may arise from an associate’s prior legal work, which can be imputed to the new firm. In such cases, the new firm must implement an effective ethical screen or “wall” to exclude the associate from involvement in the matter. The sheer volume of information can make it difficult to establish a consistent and effective ethical wall. To improve the screening process, firms should develop clear, detailed procedures for managing each type of storage.

In today’s connected world, attorneys can work virtually anywhere. Smartphones in particular have transformed the way lawyers operate, essentially allowing them to carry their entire office in their pocket. However, this convenience also comes with significant responsibility: protecting the confidential client information now stored on your phone.

As a leader, it's essential to keep the team running smoothly by providing resources and support to proactively address morale issues, burnout, or other de-motivating conditions.

Venmo, Zelle, and Cash App are peer-to-peer smartphone applications (P2P) that streamline money transfers by linking user credit cards or bank accounts to rapidly move funds between users. In the legal field, client interest in P2P apps is rising. While undoubtedly convenient, lawyers must assess their security and suitability for their practice.

Clear communication with pro se parties can help prevent misunderstandings and allow you to better work with them and obtain the information you need to represent your client competently and diligently. Focus on building a professional relationship with them that clearly defines roles and interests. Consider the following tips when interacting with a self-represented litigant to help avoid potential ethics or malpractice issues.

Navigating legal practice can resemble sailing on a stormy sea. An iceberg may threaten the strength and journey of a ship, similar to malpractice. By understanding the makeup of the iceberg you can better avoid it, and the same can be said for malpractice claims.

Whether anticipating retirement, making a career change, or just looking to leave private practice, law firm owners must decide how they want to transition. As you begin this process, review your options by asking yourself these three key questions.

Profitability can be boiled down to increasing income and decreasing expenses. It’s about understanding your firm’s financial benchmarks for performance, finding new or better ways to get paid, and engaging your staff to meet the firm’s goals. To keep things simple, let’s look at the three “P”s of profitability—Performance, Payments, and People.

These days, video and audio calls are the new standard. Consider incorporating audioconferencing into your practice if you haven’t already done so.

If you want to improve your meeting management skills, take your inspiration from the conductor.

Finding the right associate to join your firm can feel a lot like fishing. There may be plenty of fish in the sea, but you are searching for a star. Your job description is the first connection potential applicants have with you. You want that first contact to capture their attention and interest while also conveying your values and the benefits of working with you.

Meeting with a potential client may sometimes feel like walking a tightrope. It can be difficult to end the intake without any misunderstandings or unintended promises. When someone believes an attorney-client relationship has formed but you do not, a real danger exists. As the attorney, it is your role and responsibility to clearly communicate when an attorney-client relationship is established and when it is not, no matter the marketing medium.

To prevent mishaps and errors, you may need to evaluate how cases proceed through your office. Having a smooth process can avoid inaccuracies and save time. You can be more efficient if you have a well-defined and planned workflow for you and your staff.

See a few takeaways from the 2022 ABA TECHSHOW that you may want to incorporate into your practice, particularly regarding evaluating your technology, software for managing new clients, and virtual receptionists.

To best manage your lawyer trust account, think of and care for your trust account the way you would take care of your dog. You attend to its particular needs, such as physical and mental stimulation, dietary monitoring, and health check-ups. These steps for owning a happy and healthy dog reflect similar methods for maintaining a sound trust account.

The type of program you use to track your time and calculate your bills will vary depending on your specific practice and firm goals. In focusing on software for billing, you have your choice of options, but you should consider the variety of features available when making the decision which to use for your practice.