Solo http://soloincolo.com/?p=3903 http://feedproxy.google.com/~r/SoloInColo/~3/vS5akM0Vu00/happens-get-hit-bus Practice Management What Happens if I Get Hit by a Bus? By Gerald D. Pratt with Research Assistance from Patrick T. Pratt If you are a sole practitioner or a member of a small firm, have you ever asked yourself, “What happens to my practice if I get hit by a bus?” As unpleasant as the thought may be, it is a good question to ask [&#8230;] Thu, 06 Jul 2017 14:50:23 Z http://soloincolo.com/happens-get-hit-bus#respond Alexa Drago <p></p><p class="heading">By Gerald D. Pratt with Research Assistance from Patrick T. Pratt</p> <p><a href="http://soloincolo.com/wp-content/uploads/2016/11/lawquestion.jpg"><img class="alignleft size-medium wp-image-3567" src="http://soloincolo.com/wp-content/uploads/2016/11/lawquestion-300x200.jpg" alt="" width="300" height="200" srcset="http://soloincolo.com/wp-content/uploads/2016/11/lawquestion-300x200.jpg 300w, http://soloincolo.com/wp-content/uploads/2016/11/lawquestion.jpg 768w" sizes="(max-width: 300px) 100vw, 300px" /></a>If you are a sole practitioner or a member of a small firm, have you ever asked yourself, “What happens to my practice if I get hit by a bus?” As unpleasant as the thought may be, it is a good question to ask because it is impossible to predict life’s ups and downs. Nonetheless, having a plan for what to do if calamity strikes is definitely a good idea. Even if I am confident that nothing of that variety will ever happen to me, I thought I would jot down some ideas anyway.</p> <p>One of the first things that comes to mind is my firm’s money. Oops! I mean that one of the very first things that <em>should</em> come to mind is my client’s money — that is, money that I am holding in my COLTAF account for my clients. If I become disabled or die, how will the money held in my COLTAF account get back to my clients? One simple solution is to have another signatory besides myself on the COLTAF account. Many of us don’t realize that the Colorado Rules of Professional Conduct, specifically Colo. RPC 1.15C — Use of Trust Accounts, permits this. It says that only a lawyer admitted to practice law in Colorado “or a person supervised by such lawyer” shall be an authorized signatory on a trust account. See Colo. RPC 1.15C(b).</p> <p>One solo practitioner friend I discussed this topic with said she thought of having her husband as a co-signer, but she wasn’t sure she could trust him. She speculated what he might do if they ever stopped getting along. There is a lesson to be learned here: Be careful whom you choose to serve as an additional signatory. Make certain that it is someone whom you can really trust. Also, make sure to supervise any signatory who is not a lawyer and, whether you have a lawyer or a non-lawyer as a signatory, stay informed at all times about what is happening with the funds in your COLTAF account. Colo. RPC 1.15C(c) requires that trust account records be reconciled at least quarterly. Don’t delegate and forget about it.</p> <p>You can also have another signatory beside yourself on your operating account(s). That way, any immediate bills can get paid, and payments from clients on fees already earned can be deposited.</p> <p>Variations on this theme allow more control over when a second signatory has access to your accounts and reduce the risk of someone misappropriating the funds. You can authorize another lawyer to become a signatory on your COLTAF account upon the occurrence of your death or incapacitation, or you can give a limited power of attorney to a lawyer or non-lawyer to conduct transactions in your accounts in the event you die or become incapacitated. The Colorado Office of Attorney Regulation Counsel (OARC) has prepared a handbook titled, <em>Planning Ahead: A Guide to Protecting Your Clients’ Interests in the Event of Your Disability or Death (One of Which is Inevitable)</em>, which provides advice on these options and furnishes forms that you can use so you don’t have to re-invent the wheel. This can be found at <a href="http://coloradosupremecourt.com/PDF/Regulation/Closing_Practice.PDF">coloradosupremecourt.com/PDF/Regulation/Closing_Practice.PDF</a>.</p> <p>Whether you decide to have a second signatory on your COLTAF and/or operating accounts now or appoint someone to serve as signatory or attorney-in-fact upon your death or incapacitation, make sure to complete whatever forms your bank requires so that a smooth transition will occur when the time comes.</p> <p>What if the bus hits the day before I have a scheduled hearing or the week before I have a scheduled trial? How will my client know what happened to me or the court know why I am absent? What if I have a deadline to file a brief or submit an estate plan to a client when I’m suddenly taken out of commission? What if a statute of limitations is about to run on a client’s claim?</p> <p>The first step is to have information available so that someone — a staff member, a spouse or a lawyer friend — can look to see what is coming up. For example, an up-to-date calendar that shows upcoming events and deadlines, including court hearings, appointments, filing deadlines and statutes of limitations deadlines, would be helpful to someone trying to deal with your sudden incapacitation or demise.</p> <p>Of course, think about how someone would be able to access that information. If you keep your calendar electronically, how would someone get to it? Create a short instruction sheet, perhaps a one-pager, with an upbeat title like, What To Do If I Die. Identify in that instruction sheet who, by prior agreement with that person, should be contacted and where and how information can quickly be located about impending deadlines and appointments. For the person who has agreed to be the first point of contact in the event of your death or incapacitation, provide a separate information sheet that lists the passwords that person will need to access your calendar. Your designated contact person would then be able to take some steps to deal with the most urgent action items, whether that involves simply notifying someone of your situation or arranging for another lawyer to step in on a matter.</p> <p>For a long time, criminal defense lawyers have agreed to provide coverage for each other in basic court appearances when a colleague has a calendar conflict, gets sick or has another emergency. For example, an attorney might cover for another attorney at an arraignment for purposes of the client entering a not guilty plea and setting a future pre-trial conference date, or appearing at a scheduled pre-trial conference for purposes of re-setting it to a future date after the DA’s office provides discovery. Colo. RPC 1.2(c) allows a lawyer to limit the scope of the representation of a client if the limitation is reasonable under the circumstances and the client gives informed consent, meaning that the lawyer has given the client adequate information about the material risks of and reasonably available alternatives to the proposed course of conduct. See Colo. RPC 1.0 Terminology, Section 1.0(e).</p> <p>If you die while a court case is pending, does your client immediately become pro se until he or she retains a new lawyer? If so, C.R.C.P. 121, §1-1(5) would permit another lawyer, with the client’s permission, to make a limited appearance in a specific court proceeding by filing a Notice of Limited Appearance. Pursuant to the rule, at the conclusion of that proceeding, the lawyer’s appearance terminates without the necessity of leave of court. This procedure would allow a colleague to explain your unfortunate circumstances to the court and prevent any prejudice to the client until arrangements could be made for another lawyer to take on the representation of the client. Remember that this rule is a state court rule and thus applies to matters in Colorado state courts — not to federal court actions.</p> <p>In the long run, someone will need to review your various client matters to determine what needs to be done on each. Someone will need to take over the representation of your various clients; and someone, if you are a sole practitioner who has died or become permanently incapacitated, will need to close up your shop or sell your practice. These designees may or may not be the same person.</p> <p>One suggested step is to have a triage lawyer who agrees to review your client matters in the event of your death or incapacitation for the sole purpose of determining what needs to be done with each matter and when. The triage lawyer would act as legal counsel to you rather than as legal counsel to the clients. As such, confidentiality of the information contained in the clients’ files would be maintained. The triage lawyer would look first at the near term to make sure nothing falls through the cracks and arrange for the client to obtain substitute counsel for any immediate needs.</p> <p>The next step to anticipate is who will agree to take over your various client matters if your clients agree and don’t have another lawyer they want to retain in your absence. This lawyer would have to take the steps required with any new representation he or she takes on. These steps include checking for conflicts on each matter before taking on the representation and confirming in writing the basis or rate of the attorney fees that will be charged, and, in the instance of a contingent-fee case, following the requirements for contingent fees set forth in Chapter 23.3 of the Colorado Rules of Civil Procedure. If this lawyer has a conflict on a particular matter, or some other reason that precludes him or her from taking on the representation of a particular client, this lawyer, or the triage lawyer, would need to refer the client to other counsel who might be able to take on the representation before any prejudice results to the client, such as, for example, the expiration of a statute of limitations or the failure to meet a court deadline.</p> <p>Ultimately, if you are a sole practitioner who has died or become permanently incapacitated, a decision will have to be made about selling your practice pursuant to Colo. RPC 1.17 or closing it. For example, a lawyer who practices in the area of trusts and estates might have clients who require future or ongoing estate planning or estate administration needs, or a business lawyer might have clients who require continual advice on employment matters, contracts, regulatory compliance and the like. In these situations, selling the practice might make more sense than simply arranging for another attorney or attorneys to take on various matters. Decisions on whether to sell your practice or close it would be up to the personal representative of your estate; however, the personal representative can authorize the triage attorney, the additional signatory on your accounts and the attorney who has agreed to take on your clients to take the necessary steps to carry out the personal representative’s decision.</p> <p>Perhaps it is intuitively obvious that you should put your plan in writing. This includes written agreements between you and the lawyers who agree to act as signatories on your accounts, the triage lawyer and the lawyer taking on the representation of your clients. Again, the handbook published by the OARC provides valuable advice on these issues, as well as simple, straightforward forms for your use.</p> <p>If you die or become incapacitated without a plan, one of the Colorado Rules of Procedure Regarding Attorney Discipline and Disability provides for the Protective Appointment of Counsel. Colo. RPC 251.32(h) states that when a lawyer has died or been transferred to disability inactive status “and no partner, executor, or other responsible party capable of conducting the lawyer’s affairs is known to exist, the chief judge of any judicial district in which the attorney maintained his office, upon the request of regulation counsel, shall appoint legal counsel to inventory the files of the lawyer in question and to take any steps necessary to protect the interests of the attorney and the attorney’s clients.” This procedure, however, could not be invoked until after Regulation Counsel has become aware of the lawyer’s death or incapacity, which might not be until a client has already suffered some prejudice to his or her rights. It’s possible that Regulation Counsel could first become aware of the lawyer’s death or incapacity through a complaint from a client. Thus, it would be preferable to have the client’s interests protected through your plan that is set to kick in upon your death or incapacitation rather then relying on the Office of Attorney Regulation Counsel to seek the appointment of protective counsel.</p> <p>As you can see, you can make your plan as simple or as complicated and multilayered as you like. However, don’t let your desire to make it perfect get in the way of starting it. Taking even just one step now will ease the burden on your staff, spouse, colleague or friend on the day when the bus does arrive.</p> <p>&nbsp;</p> <p><strong><em>Gerald D. Pratt has his own law firm in Lone Tree, where his practice includes the representation of lawyers in professional negligence litigation and disciplinary cases, insurance defense, and criminal defense. He has served on and chaired the CBA Ethics Committee and the CBA Lawyers’ Professional Liability Committee. He can be reached at <a href="mailto:gdpratt@gdprattlaw.com">gdpratt@gdprattlaw.com</a>.</em></strong></p> <p><strong><em>Patrick Pratt has been the legal assistant and business manager at the Law Office of Gerald D. Pratt, P.C. since August 2015. He previously worked in public policy for two area chambers of commerce and served on Centennial’s Home Rule Charter Commission in 2007 and 2008. He can be reached at <a href="mailto:ptpratt@gdprattlaw.com">ptpratt@gdprattlaw.com</a>.</em></strong></p> <p><em><strong>This post originally appeared in <a href="http://www.dbadocket.org/ethics/bus-pratt/">The Docket.</a></strong></em></p> <p>&nbsp;</p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/vS5akM0Vu00" height="1" width="1" alt=""/> http://soloincolo.com/happens-get-hit-bus/feed 0 http://soloincolo.com/happens-get-hit-bus 2017-07-06 14:50 +00:00 2017-07-06 08:50 -06:00 http://soloincolo.com/?p=3915 http://feedproxy.google.com/~r/SoloInColo/~3/HPPYf4KP-0Y/july-solo-small-firm-networking-events Networking Uncategorized July Solo Small Firm Networking Events Solo Small Firm Section networking meetings are a great opportunity to connect with your peers, as well as a practice management and technology discussion forum. The meetings are open to all CBA members, not just Solo Small Firm Section members, the sponsoring entity. Colorado Springs routinely offers CLE credits, although sometimes there is no formal agenda, [&#8230;] Thu, 29 Jun 2017 14:58:54 Z http://soloincolo.com/july-solo-small-firm-networking-events#respond Alexa Drago <p></p><p>Solo Small Firm Section networking meetings are a great opportunity to connect with your peers, as well as a practice management and technology discussion forum. The meetings are open to all CBA members, not just Solo Small Firm Section members, the sponsoring entity. Colorado Springs routinely offers CLE credits, although sometimes there is no formal agenda, and no RSVP is required to attend any of the meetings.</p> <p>We encourage you to think about and prepare questions or ideas to present to the group. Don’t hesitate to e-mail a meeting coordinator to suggest a CLE topic and/or speaker! <a href="http://www.cobar.org/For-Members/CBA-Sections/Solo-Small-Firm-Practice">Click here</a> for more information.</p> <p><strong>Downtown Denver – NO JULY MEETING<br /> </strong><em>Breakfast at 7:30 am (reservation in the name of D.A. Bertram)</em></p> <ul> <li><strong>1884 Restaurant (2nd Floor) inside the Denver Athletic Club, </strong>1325 Glenarm Place, Denver, (303) 534-1211</li> <li><strong>Contact:</strong> D.A. Bertram, (303) 871-9300, <a href="mailto:da@bertramlaw.net">da@bertramlaw.net</a></li> <li><em>First Tuesday of every month<br /> </em></li> </ul> <p><strong>Continental Divide Area — Tuesday, July 11</strong><br /> <em>Happy Hour at 5:30 pm</em></p> <ul> <li><span id="subPage3496"><strong>Location changes each month, contact Sandra for details</strong><br /> </span></li> <li><strong>Contact:</strong> Sandra Nettleton, (720) 232-0367, <a href="mailto:sandra@nettletonlaw.com">sandra@nettletonlaw.com</a></li> </ul> <p><strong>Colorado Springs – NO JULY MEETING<br /> </strong><em>Lunch at 11:30 a.m. </em></p> <ul> <li><span id="subPage3496"><strong>Jack Quinn’s Irish Pub, upstairs, </strong>21 S. Tejon, Colorado Springs, (719) 385-0766</span></li> <li><strong>RSVP to <a href="mailto:info@stasiukfirm.com">info@stasiukfirm.com </a></strong>for the program materials.</li> <li><strong>Contact:</strong> <span id="subPage3496">Tomasz Stasiuk, (719) 359-9311, <a href="mailto:JCD@DuveLaw.com">tomasz@stasiukfirm.com</a></span></li> <li><em>First Wednesday of every month</em></li> </ul> <p><strong>Downtown Denver – Tuesday, July 11<br /> </strong><em>Happy Hour at 5 p.m.</em> Topic: Professionalism Vignettes from the CBA&#8217;s Professionalism Committee presented by Donald Alperstein and Richard Pennington. Approved for One Ethics Credit.</p> <ul> <li><span id="subPage3496"></span><span id="subPage3496"><strong>Whiskey, Tango, Foxtrot, </strong>2907 Huron Street</span><span id="subPage3496"><strong><br /> </strong></span></li> <li><strong>Contact: </strong>Paul Miller, (303) 900-2529, <a href="mailto:pmillerlawoffice@gmail.com">pmillerlawoffice@gmail.com<strong> </strong></a></li> <li><em>Second Tuesday of every month, venue changes for each meeting<br /> </em></li> </ul> <p><strong>Denver Tech Center Area<em>—</em>Wednesday, July 12<br /> </strong><em>Happy Hour at 5:30 pm</em><strong><span id="subPage3496"></span><br /> </strong></p> <ul> <li><span id="subPage3496"><strong>Bar Louie, </strong>8000 E. Belleview Ave, Greenwood Village, (720) 213-7080</span><span id="subPage3496"></span></li> <li><strong>Contact:</strong> <span id="subPage3496">Cynthia Griffin, (303) 547-2409, <a href="mailto:cynthiagriffin@gmail.com">cynthiagriffin@gmail.com</a><br /> </span></li> <li><em>Second Wednesday of every month</em></li> </ul> <p><strong>West Denver Metro Area (Jeffco) – Wednesday, July 12<br /> </strong><em>Breakfast at 7:30 am</em></p> <ul> <li><strong>Mimi’s Café, </strong>14265 West Colfax Ave., Golden, 303-384-9350.</li> <li><strong>Contact:</strong> Sarah L. Hostetter, (303) 274-2700, <a href="mailto:slhostetter@qwestoffice.net">slhostetter@qwestoffice.net</a></li> <li><em>Second Wednesday of every month</em></li> </ul> <p><span id="subPage3496"><strong>North Metro Area – Thursday, July 13<br /> </strong><em>Happy Hour at 6 pm</em></span></p> <ul> <li><strong>LODO’s Bar &amp; Grill </strong>3053 W 104th Ave, Westminster, (303)635-8025.</li> <li><strong>Contact</strong>: Bill O’Meara, (303) 298-9888, <a href="mailto:wpomeara@klaaslaw.com">wpomeara@klaaslaw.com</a></li> <li><em>Second Thursday of every month</em></li> </ul> <p><strong>Westminster<em>—</em>Friday, July 14<br /> </strong><em>B</em><em>reakfast </em><em>at 7:30 am</em><strong><br /> </strong></p> <ul> <li><strong>The Delectable Egg (reservation under Lauren da Cunha)</strong><span id="subPage3496"><strong>, </strong>1005 W. 120th Ave, Westminster, (303) 451-7227<br /> </span></li> <li><strong>Contact:</strong> <span id="subPage3496">Lauren da Cunha, (720) 551-1851, <a href="mailto:lauren@dacunhalaw.com">lauren@dacunhalaw.com</a></span></li> <li><em>Second Tuesday of every month</em></li> </ul> <p><strong>Boulder<em>—</em>Tuesday, July 21<br /> </strong><em>Lunch at noon</em> (Reservation in the name of Graham Fuller, please RSVP to Graham so he can get an accurate headcount)<strong><br /> </strong></p> <ul> <li><span id="subPage3496"><strong>Carelli&#8217;s of Boulder, </strong>645 30th St., Boulder, (303) 938-9300</span><span id="subPage3496"></span></li> <li><strong>Contact:</strong> Graham Fuller, (303) 442-0802, <a href="mailto:graham@southboulderlaw.com">graham@southboulderlaw.com</a></li> <li><em>Third Tuesday of every month</em></li> </ul> <p><strong>Cherry Creek/Glendale</strong><span id="subPage3496"><strong> – Friday, AUGUST 18<br /> </strong><em>Brown Bag Lunch at 12 pm.</em> Topic: <em><strong>TBD</strong></em><strong><em><br /> </em></strong></span></p> <ul> <li><strong>The Ptarmigan Building </strong>, 3773 Chery Creek North Drive, Ste 575, Denver</li> <li><strong>Contact</strong>: Amy Symons, amy@symons-law.com</li> <li><em>Third Friday quarterly, location may change</em></li> </ul> <p><strong>W.O.L.F. Pack (Women Owned Law Firms) – TBD &#8211; Discussion Topic: TBD<br /> </strong></p> <p>Quarterly networking events for women who own (or are thinking about starting) their own law firms. Meetings are held on Wednesdays from 5:30 to 7:30 p.m. at The <a href="http://www.thedenvertearoom.com/">Denver Tea Room</a>, 1165 South Broadway, Denver, CO 80210. Tickets are $25 per person (plus a handling fee), which include delicious teas, petite sweets and savories, tax and tip. Cash bar. Space is limited, please <a href="https://www.eventbrite.com/e/wolf-women-owned-law-firm-networking-group-tickets-27763941697">purchase your ticket in advance.</a> Select WOLF Pack Tea Salon. This event is non-refundable and non-transferable. If you have special dietary needs such as gluten-free or vegetarian meals, please contact the owner and chef, Margo Seymour, directly at (303) 321-2236.</p> <p>Questions about W.O.L.F. Pack events? Contact Kimberly Utesch at (720) 907-4491 or <a href="mailto:kim@uteschlaw.com">kim@uteschlaw.com</a></p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/HPPYf4KP-0Y" height="1" width="1" alt=""/> http://soloincolo.com/july-solo-small-firm-networking-events/feed 0 http://soloincolo.com/july-solo-small-firm-networking-events 2017-06-29 14:58 +00:00 2017-06-29 08:58 -06:00 http://soloincolo.com/?p=3912 http://feedproxy.google.com/~r/SoloInColo/~3/JumDv2vfKl4/junes-best-blogs-2 Marketing Technology Uncategorized June’s Best of the Blogs We know you are busy! So we read through numerous blog posts and find the best ones to share with you each month. Please let us know if you feel we are missing a particularly good one. Quick Tips Auto-Filing Email: 5 Productivity Tips 15 Apple Watch Tricks Casemaker Tips and Tricks For more tips, [&#8230;] Tue, 27 Jun 2017 14:49:59 Z http://soloincolo.com/junes-best-blogs-2#respond Alexa Drago <p></p><p>We know you are busy! So we read through numerous blog posts and find the best ones to share with you each month.</p> <p>Please let <a href="mailto:adrago@cobar.org">us know</a> if you feel we are missing a particularly good one.</p> <table width="100%"> <tbody> <tr> <td> <table width="100%"> <tbody> <tr> <td width="0"> <table> <tbody> <tr> <td> <h3><strong>Quick Tips</strong></h3> </td> </tr> </tbody> </table> </td> </tr> <tr> <td> <ul> <li><a href="http://lists.cobar.org/t/114320/10354542/11337/29/">Auto-Filing Email: 5 Productivity Tips</a></li> <li><a href="http://lists.cobar.org/t/114320/10354542/11338/30/">15 Apple Watch Tricks</a></li> <li><a href="http://lists.cobar.org/t/114320/10354542/11335/31/">Casemaker Tips and Tricks</a></li> <li><a href="http://lists.cobar.org/t/114320/10354542/7823/32/">For more tips, check out Reba’s “Tips of the Week” </a></li> </ul> </td> </tr> <tr> <td></td> </tr> </tbody> </table> </td> </tr> <tr> <td> <table width="100%"> <tbody> <tr> <td width="0"> <table> <tbody> <tr> <td> <h3><strong>Product Reviews</strong></h3> </td> </tr> </tbody> </table> </td> </tr> <tr> <td> <ul> <li><a href="http://lists.cobar.org/t/114320/10354542/11339/33/">Google Assistant for Your Law Practice</a></li> <li><a href="http://lists.cobar.org/t/114320/10354542/11340/34/">iOS 11 for iPad</a></li> <li><a href="http://lists.cobar.org/t/114320/10354542/11341/35/">Best iPhone Chargers</a></li> </ul> </td> </tr> <tr> <td></td> </tr> <tr> <td> <table width="100%"> <tbody> <tr> <td width="0"> <table> <tbody> <tr> <td> <h3><strong>Technology</strong></h3> </td> </tr> </tbody> </table> </td> </tr> <tr> <td><strong> </strong></p> <p><strong>Dealing with Tech and Its Problems</strong></td> </tr> <tr> <td>We have all gotten used to relying on our favorite tech aides – apps, calendaring programs, phone systems, etc. But what happens to our practices when they fail? <a href="http://lists.cobar.org/t/114320/10354542/11342/36/">Listen to the podcast</a>.</td> </tr> <tr> <td><strong> </strong></p> <p><strong>Digital Dictation and Transcription Options</strong></td> </tr> <tr> <td>Many lawyers dictate their thoughts into a recording device, then send the recording to an assistant for transcription. This is a great time-saver for the lawyer. But the human transcriptionist today is gradually giving way to computer versions. <a href="http://lists.cobar.org/t/114320/10354542/11343/37/">Read more</a>.</td> </tr> <tr> <td><strong> </strong></p> <p><strong>Tips For Complying With ABA’s New Encryption Guidance</strong></td> </tr> <tr> <td>The American Bar Association’s ethics committee published revised guidance regarding an attorney’s duty to protect sensitive client material in light of the high volume of recent high-profile hacks. <a href="http://lists.cobar.org/t/114320/10354542/11344/38/">Read more</a>.</td> </tr> <tr> <td></td> </tr> <tr> <td> <table width="100%"> <tbody> <tr> <td width="0"> <table> <tbody> <tr> <td> <h3><strong>Marketing</strong></h3> </td> </tr> </tbody> </table> </td> </tr> <tr> <td><strong> </strong></p> <p><strong>How to Competently Reinvent Your Practice</strong></td> </tr> <tr> <td>Reinvention is part of being a solo lawyer. With so many options in established practice areas and new ones being created through changes in law and through innovation, there are limitless possibilities for redefining your practice. <a href="http://lists.cobar.org/t/114320/10354542/11345/39/">Listen</a> to the podcast.</td> </tr> <tr> <td><strong> </strong></p> <p><strong>How to Work the Room at Networking Events</strong></td> </tr> <tr> <td>After years of working with lawyers, I have concluded that the No. 1 most-despised marketing activity is attending a networking event. <a href="http://lists.cobar.org/t/114320/10354542/11346/91/">Read more</a>.</td> </tr> <tr> <td><strong> </strong></p> <p><strong>Stop Chasing Clients and Make Them Chase You</strong></td> </tr> <tr> <td>An immigration lawyer agrees with the concept of offering more value to prospective clients but is frustrated. He says, “more than 90 percent of the people out there want free information and advice.” <a href="http://lists.cobar.org/t/114320/10354542/11347/92/">Read more</a>.</td> </tr> <tr> <td></td> </tr> <tr> <td width="0"> <table> <tbody> <tr> <td> <h3><strong>Miscellaneous</strong></h3> </td> </tr> </tbody> </table> </td> </tr> <tr> <td><strong> </strong></p> <p><strong>On-demand lawyering is our future: What will it look like?</strong></td> </tr> <tr> <td>What would on-demand lawyering look like? You wake up, fire up the laptop or tablet and voila! Six new matters are waiting for you. Making money on these new matters is a snap. You click, read about the client’s issues and get cranking. <a href="http://lists.cobar.org/t/114320/10354542/11348/93/">Read more</a>.</td> </tr> <tr> <td><strong> </strong></p> <p><strong>Ethics in the Electronic Age: Social Media Guidance for Attorneys</strong></td> </tr> <tr> <td>Have you ever considered the Rules of Professional Conduct when commenting on someone else’s Facebook post, or sharing a clever tweet, or even writing on your personal blog? If not, then you should. <a href="http://lists.cobar.org/t/114320/10354542/11349/94/">Read more</a>.</td> </tr> <tr> <td><strong> </strong></p> <p><strong>What To Consider When Pricing Your Legal Services</strong></td> </tr> <tr> <td>Setting your fee schedule can feel like a daunting task especially if you’ve never done it before. Fortunately, there are methods to pricing that can help you create a fee schedule that works for your customers and your bottom line. <a href="http://lists.cobar.org/t/114320/10354542/11350/95/">Read more</a>.</p> <p>&nbsp;</p> <p>&nbsp;</td> </tr> </tbody> </table> </td> </tr> </tbody> </table> </td> </tr> </tbody> </table> </td> </tr> </tbody> </table> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/JumDv2vfKl4" height="1" width="1" alt=""/> http://soloincolo.com/junes-best-blogs-2/feed 0 http://soloincolo.com/junes-best-blogs-2 2017-06-27 14:49 +00:00 2017-06-27 08:49 -06:00 http://soloincolo.com/?p=3900 http://feedproxy.google.com/~r/SoloInColo/~3/6mz8I3U3HiQ/risk-management-insurance-protect-firm Finance Risk Management and Insurance to Protect Your Firm By John Davidson As attorneys, you understand liability, but how well do you understand the types of insurance that mitigate common liabilities? Understanding the basics of risk management and insurance is critical for you to manage your firm effectively. According to a July 2016 report in the Insurance Journal, the frequency and severity of malpractice [&#8230;] Thu, 22 Jun 2017 17:28:01 Z http://soloincolo.com/risk-management-insurance-protect-firm#respond Alexa Drago <p></p><p>By John Davidson</p> <p><a href="http://soloincolo.com/wp-content/uploads/2016/12/signature.jpg"><img class="alignleft size-medium wp-image-3620" src="http://soloincolo.com/wp-content/uploads/2016/12/signature-300x227.jpg" alt="" width="300" height="227" srcset="http://soloincolo.com/wp-content/uploads/2016/12/signature-300x227.jpg 300w, http://soloincolo.com/wp-content/uploads/2016/12/signature.jpg 357w" sizes="(max-width: 300px) 100vw, 300px" /></a>As attorneys, you understand liability, but how well do you understand the types of insurance that mitigate common liabilities? Understanding the basics of risk management and insurance is critical for you to manage your firm effectively.</p> <p>According to a July 2016 report in the <em>Insurance Journal</em>, the frequency and severity of malpractice claims have risen over the past two years, as have the number of losses reported under cyber and management liability insurance policies. Given the heightened confidentiality requirements in the legal field, law firms face an increased level of risk and should review their risk management and insurance programs annually.</p> <p>As a starting point, this article outlines some of the common types of commercial property and casualty insurance policies that law firms should consider and review with their broker or risk management advisor.</p> <p><strong>Professional</strong></p> <p>Professional liability, or malpractice insurance, is arguably the most important risk management and insurance discipline for a law firm, as it provides protection for “wrongful acts” in the provision of a legal services. Typically, this type of policy is written on a “claims-made” basis, meaning that the policy will only cover claims made during a specific period (after the established retroactive date and before the extended reporting period). Claim avoidance and mitigation practices are at the core of an effective and efficient professional risk management strategy.</p> <p>Every firm should review the terms and conditions of their policy to determine whether defense costs are subject to the limits available within the policy. If you are a young lawyer, or a lawyer transferring firms, be sure to pay particular attention to how far back your policy covers your prior work. If you have a gap or lose your initial retroactive date, most insurance carriers will not extend coverage. Other items that should be evaluated include policy retentions or deductibles, retroactive dates, knowledge dates, and additional premiums for extended reporting periods. This policy should also be customized with appropriate forms and endorsements to align with your business plan or anticipated events, such as new attorneys, retiring attorneys, mergers and acquisitions.</p> <p><strong>Workers’ Compensation</strong></p> <p>Workers’ compensation provides coverage for injuries within the course and scope of employment and is often required by state law. Given the office environment, the risks are perceived to be relatively low; however, a busy attorney, paralegal or staff member faces many risks, such as those incurred while traveling to and from client meetings. It is important not to underestimate the value of these insurance benefits, including indemnity and medical coverage. Your advisor should provide guidance on how to reduce the cost of workers’ compensation insurance with state-specific cost containment programs.</p> <p><strong>Commercial Package or Business Owner Policies</strong></p> <p>Commercial package policies typically provide coverage for property, loss of income and general liability. This policy will typically enable you to comply with basic lease terms and conditions, such as naming the property owner as an additional insured and other “insurance requirements.” Other coverages can be added to the package policy. For example, “hired and non-owned” automobile liability and physical damage coverage can be added so that the firm has primary or contingent insurance for rented or non-owned vehicles. You should always consider purchasing an umbrella excess policy, which often provides excess employers, automobile and general liability limits to protect your firm in the event of a catastrophic incident.</p> <p><strong>Management Liability</strong></p> <p>Management liability is probably the second largest exposure for a law firm after professional liability. This category of insurance often includes Directors and Officers (D&amp;O), Employment Practices Liability (EPLI), Crime, Kidnap and Ransom, and Fiduciary insurance — all of which can be critical if you have employees, offer retirement benefits or have multiple partners. If you are a Limited Liability Partnership (LLP), pay special attention to your D&amp;O policy, as there can be key exclusions for junior partners. Coverage forms vary widely; however, a knowledgeable risk management professional can explain the differences in the forms and the relative value of these differences.</p> <p><strong>Cyber Liability</strong></p> <p>Law firms are a target for hackers looking to find a trove of data about your clients, specifically personally identifiable information (PII) and other potentially sensitive information. Most professionals are focused on data breach coverage, but firms should also evaluate their potential reputational harm, fines and penalties, and extortion liability. There are many names for cyber insurance products. Your risk advisor should be able to review the potentially critical first- and third-party coverages, such as network security liability, media liability, regulatory defense, crisis management, funds transfer, and extortion and business interruption coverage. Be sure to review your vendor contracts and internal risk control policies about handing client information. Cyber liability, commercial package and crime policies may needlessly duplicate coverage. As an example, computer fraud and funds transfer fraud may be covered on all three policies, thereby resulting in an inefficient program design.</p> <p><strong>Disability, Key Person and Life Insurance</strong></p> <p>While often considered more as an individual or group benefit, law firms should also look at their potential risks associated with the disability or death of a key member of the firm. The temporary or permanent loss of a partner or associate will likely have a significant impact on the firm. These risks can be mitigated for the individual and the firm with disability and life insurance.</p> <p>&nbsp;</p> <p><em><strong>John Davidson is a leading voice in the risk management and insurance community of Colorado, as well as a regular advisor with a focus on professional firms in the Denver metro area. Currently the vice president of sales and operations at TriMountain Corporation, his area of focus includes working with medical doctors and legal professionals. He can be reached at <a href="mailto:john@trimountaincorp.com">john@trimountaincorp.com</a>. This post originally appeared in <a href="http://www.dbadocket.org/the-business-of-law/insurance-davidson/">The Docket</a>.<br /> </strong></em></p> <p>&nbsp;</p> <p>&nbsp;</p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/6mz8I3U3HiQ" height="1" width="1" alt=""/> http://soloincolo.com/risk-management-insurance-protect-firm/feed 0 http://soloincolo.com/risk-management-insurance-protect-firm 2017-06-22 17:28 +00:00 2017-06-22 11:28 -06:00 http://soloincolo.com/?p=3897 http://feedproxy.google.com/~r/SoloInColo/~3/V9cqWv4wJTw/law-firm-need-brand Marketing Does Your Law Firm Need a Brand? Wouldn’t be great if your law firm was widely recognized by a symbol, a logo, or an image? Think about a brand that is so well known that just about everybody recognizes it. Take Nike for example. When people across the world see the trademarked swoosh symbol on a pair of shoes or an article [&#8230;] Tue, 20 Jun 2017 21:26:18 Z http://soloincolo.com/law-firm-need-brand#respond Melanie Fischer <p></p><p>Wouldn’t be great if your law firm was widely recognized by a symbol, a logo, or an image?</p> <p>Think about a brand that is so well known that just about everybody recognizes it. Take Nike for example. When people across the world see the trademarked swoosh symbol on a pair of shoes or an article of clothing, they instantly identify it as an item produced by Nike. The swoosh is part of Nike’s brand.</p> <p><strong>What is the definition of a brand? According to </strong><a href="http://www.businessdictionary.com/definition/brand.html"><strong>BusinessDictionary.com</strong></a><strong>, a brand can be described as follows:</strong></p> <p><strong><em>“A Unique design, sign, symbol, words, or a combination of these, employed in creating an image that identifies a product and differentiates it from its competitors. Over time, this image becomes associated with a level of credibility, quality, and satisfaction in the consumer&#8217;s mind. Thus, brands help harried consumers in crowded and complex marketplace, by standing for certain benefits and value. The legal name for a brand is trademark and, when it identifies or represents a firm, it is called a brand name.”</em></strong></p> <p><strong>Does a law firm need a brand?<br /> </strong>Not all small law firm owners put forth significant effort into creating and implementing a brand. In fact, small business owners in many professional industries do not strive to develop a brand that sets their business apart from that of competitors. It can seem overly time consuming, expensive, and complex to spend time and resources on developing a brand for a business that provides a service instead of a product.</p> <p><a href="http://soloincolo.com/wp-content/uploads/2017/06/BrandingPortfolio.jpg"><img class="alignleft size-medium wp-image-3898" src="http://soloincolo.com/wp-content/uploads/2017/06/BrandingPortfolio-300x219.jpg" alt="" width="300" height="219" srcset="http://soloincolo.com/wp-content/uploads/2017/06/BrandingPortfolio-300x219.jpg 300w, http://soloincolo.com/wp-content/uploads/2017/06/BrandingPortfolio-768x561.jpg 768w, http://soloincolo.com/wp-content/uploads/2017/06/BrandingPortfolio-1024x748.jpg 1024w" sizes="(max-width: 300px) 100vw, 300px" /></a>However, this is precisely why developing a brand for a small law firm can be an excellent idea. If your law firm has a brand – something that makes it easy for potential clients to recognize your firm’s name – why would they not choose your firm instead of another one that does not have a brand?</p> <p>Unless you or your firm is personally recommended to a prospective client, how do people find you? If they do a blind internet search, who will they select from the list of small law firms that Google produces when keywords are typed into the search bar? In reality, they are likely to click on and ultimately hire the firm that has a recognizable and distinguishable brand.</p> <p><strong>What goes into brand development?<br /> </strong>If you want to establish an identifiable brand, consider the following:</p> <ul> <li><strong>Your brand should differentiate you from your competitors</strong>. Don’t try to establish a brand that simply mimics every other small law firm in town that practices the same type of law as you.</li> <li><strong>Use your brand – or your logo, your symbol, and your tagline</strong>. Use these tactics regularly and consistently so that potential clients feel like they know you (or your firm). This will help build a level of trust – before they even meet you in person.</li> <li><strong>Your brand can help you build a solid reputation for your</strong> When your firm sponsors a local event, or donates funds to support a non-profit organization, your brand can help build rapport with members of the community.</li> </ul> <p>Is building a strong brand essential for the success of a small law firm? Probably not in all scenarios. However, it’s something that you can certainly use to your advantage. Branding is not reserved just for large companies like Nike. When you have an established brand, people are more apt to perceive your law practice as one that is reputable and trustworthy and as one they want to hire.</p> <p>&nbsp;</p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/V9cqWv4wJTw" height="1" width="1" alt=""/> http://soloincolo.com/law-firm-need-brand/feed 0 http://soloincolo.com/law-firm-need-brand 2017-06-20 21:26 +00:00 2017-06-20 15:26 -06:00 http://soloincolo.com/?p=3882 http://feedproxy.google.com/~r/SoloInColo/~3/0NgZYuJSg9k/ethics-electronic-age-social-media-guidance-attorneys Professionalism Technology Ethics in the Electronic Age: Social Media Guidance for Attorneys Do you have a LinkedIn account? How about a Facebook page? Twitter handle? Instagram? Blog? All of the above? Have you ever considered the Rules of Professional Conduct when commenting on someone else’s Facebook post, or sharing a clever tweet, or even writing on your personal blog? If not, then you should. Most lawyers are [&#8230;] Thu, 15 Jun 2017 14:24:54 Z http://soloincolo.com/ethics-electronic-age-social-media-guidance-attorneys#respond Alexa Drago <p></p><p>Do you have a LinkedIn account? How about a Facebook page? Twitter handle? Instagram? Blog? All of the above?</p> <p>Have you ever considered the Rules of Professional Conduct when commenting on someone else’s Facebook post, or sharing a clever tweet, or even writing on your personal blog? If not, then you should.</p> <p>Most lawyers are probably aware that there could be ethical implications to their professional use of social media, but personal use can also implicate the Rules. Learn more from <a href="http://www.bhfs.com/people/administration/krothgery" target="_blank" rel="noopener noreferrer">Katrin Miller Rothgery</a> of Brownstein Hyatt Farber Schreck in the video, below.</p> <p><iframe width="500" height="281" src="https://www.youtube.com/embed/baOIPTqtNtU?feature=oembed" frameborder="0" allowfullscreen></iframe></p> <p><em>This post originally appeared on the <a href="http://cbaclelegalconnection.com/2017/05/ethics-electronic-age-social-media-guidance-attorneys/">CBA CLE Connection blog</a>.</em></p> <p>&nbsp;</p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/0NgZYuJSg9k" height="1" width="1" alt=""/> http://soloincolo.com/ethics-electronic-age-social-media-guidance-attorneys/feed 0 http://soloincolo.com/ethics-electronic-age-social-media-guidance-attorneys 2017-06-15 14:24 +00:00 2017-06-15 08:24 -06:00 http://soloincolo.com/?p=3885 http://feedproxy.google.com/~r/SoloInColo/~3/ktqngLAk9Lc/casemaker-tips-tricks-june Casemaker Casemaker Tips and Tricks for June Each month we will be bringing you a few tips and tricks for making your research with Casemaker that much more efficient.  For more Casemaker tips and tricks follow them on Facebook, Twitter, and via the Casemaker blog. Finding a Case by Docket Number Sometimes a case is so new you may not have a [&#8230;] Tue, 13 Jun 2017 14:51:57 Z http://soloincolo.com/casemaker-tips-tricks-june#comments Alexa Drago <p></p><p><a href="http://soloincolo.com/wp-content/uploads/2016/04/Casemaker-logo.jpg"><img class="alignleft size-full wp-image-3246" src="http://soloincolo.com/wp-content/uploads/2016/04/Casemaker-logo.jpg" alt="" width="290" height="70" /></a>Each month we will be bringing you a few tips and tricks for making your research with Casemaker that much more efficient.  For more Casemaker tips and tricks follow them on <a href="https://www.facebook.com/casemakerlegal">Facebook</a>, <a href="https://twitter.com/casemakerlegal">Twitter</a>, and via the <a href="http://blog.casemakerlegal.com/">Casemaker blog</a>.</p> <p><strong><em>Finding a Case by Docket Number</em></strong></p> <p>Sometimes a case is so new you may not have a citation. Perhaps you want to reference an unpublished opinion that does not have a state or regional reporter citation. If you have the docket number you can still find the case. Under the search bar on the homepage, you will see words with circles next to them. These circles are called radio buttons. The options you will see are Keyword, Citation, Party, Section, and finally Docket No. Make sure you have selected the correct jurisdiction from the jurisdiction menu drop down to the right of the search bar (it is the box with the downward pointing blue arrow); then select the radio button next to Docket No. Enter the docket number of your case and hit the blue search button. You should be able to pull up the case you are looking for.</p> <p><strong><em>Searching by keyword</em></strong></p> <p>The most basic Casemaker search is the keyword search. It can also be the most complex if you wish – just use the search operators found in the blue Search Tips link under the Search button. To search first select your jurisdiction from the jurisdiction menu, then type in your word or words in the search bar and hit the blue search button. The keyword search can be found in other places as well. When you are viewing the list of cases you discovered in a previous search you can narrow that search by keyword in the left menu. If you are looking at a list of citing references you can also narrow that list by keyword on the citing references page.<br /> The radio button selections below Casemaker search bar defaults to keyword. You may find that you can still enter things that are not keywords and get results, however, they may not be as accurate. You certainly can leave keyword selected and enter in a case citation – but you may get more than just the result you were seeking. In those cases, you may wish to choose a more specific search type.</p> <p><em><strong>OR Searches</strong></em></p> <p>Sometimes you may find you actually want a case that mentions either one term OR another term. That is where the OR search comes in. For example using the query <em>alimony OR support </em>will give you cases which mention either word.</p> <p><strong><em>And Searches</em></strong></p> <p>The <em>AND </em>search is the simplest search to do in Casemaker. Simply put any number of words in leaving a space between each, and Casemaker will retrieve documents which contain all the words you mentioned. <em>Contract binding</em> will find the documents which mention both the word contact and the word binding. The search string <em>handgun felony minor</em> will find the documents with the words handgun, felony and minor in them. Please Note: You do not need and should not use the word <em>AND </em>in your search. The system already sees the space between your terms as an AND search unless you say otherwise. Using the word <em>AND </em>may yield the wrong results.</p> <p><em><strong>Finding Your Search Terms</strong></em></p> <p>You’ve done your search with your keyword or keywords and you have pulled up your first result to read the case. Now where in the world are your search terms even mentioned? You can find them using the Search Terms arrows in the gray toolbar. Located just above the title when you are reading the case is a gray toolbar. Here you see options to return to results, arrows to move around your list of results documents, as well as the phrase Search Terms with arrows on either side. Clicking on either arrow will take you to the next search term above or below where you are in the case you are viewing.</p> <p><em><strong>Client Tracking in Casemaker</strong></em></p> <p>Need to keep track of time spent doing online research for a client?  Utilizing the Client and Session Summary features of Casemaker can help.  Simply create a Client and select the client each time you begin to conduct research for that client.  Once you have finished, click the Sign Out link to sign out of Casemaker and view the Session Summary.  The Session Summary contains the date, time and client for each search, which can be used to keep track of billable hours for the client.  Please remember to print this information as it cannot be retrieved after closing the Session Summary.</p> <p>&nbsp;</p> <p>&nbsp;</p> <p><span style="border-radius: 2px; text-indent: 20px; width: auto; padding: 0px 4px 0px 0px; text-align: center; font: bold 11px/20px 'Helvetica Neue',Helvetica,sans-serif; color: #ffffff; background: #bd081c no-repeat scroll 3px 50% / 14px 14px; position: absolute; opacity: 1; z-index: 8675309; display: none; cursor: pointer;">Save</span></p> <p><span style="border-radius: 2px; text-indent: 20px; width: auto; padding: 0px 4px 0px 0px; text-align: center; font: bold 11px/20px 'Helvetica Neue',Helvetica,sans-serif; color: #ffffff; background: #bd081c no-repeat scroll 3px 50% / 14px 14px; position: absolute; opacity: 1; z-index: 8675309; display: none; cursor: pointer;">Save</span></p> <p><span style="border-radius: 2px; text-indent: 20px; width: auto; padding: 0px 4px 0px 0px; text-align: center; font: bold 11px/20px 'Helvetica Neue',Helvetica,sans-serif; color: #ffffff; background: #bd081c no-repeat scroll 3px 50% / 14px 14px; position: absolute; opacity: 1; z-index: 8675309; display: none; cursor: pointer;">Save</span></p> <p><span style="border-radius: 2px; text-indent: 20px; width: auto; padding: 0px 4px 0px 0px; text-align: center; font: bold 11px/20px 'Helvetica Neue',Helvetica,sans-serif; color: #ffffff; background: #bd081c no-repeat scroll 3px 50% / 14px 14px; position: absolute; opacity: 1; z-index: 8675309; display: none; cursor: pointer;">Save</span></p> <p><span style="border-radius: 2px; text-indent: 20px; width: auto; padding: 0px 4px 0px 0px; text-align: center; font: bold 11px/20px 'Helvetica Neue',Helvetica,sans-serif; color: #ffffff; background: #bd081c no-repeat scroll 3px 50% / 14px 14px; position: absolute; opacity: 1; z-index: 8675309; display: none; cursor: pointer;">Save</span></p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/ktqngLAk9Lc" height="1" width="1" alt=""/> http://soloincolo.com/casemaker-tips-tricks-june/feed 1 http://soloincolo.com/casemaker-tips-tricks-june 2017-06-13 14:51 +00:00 2017-06-13 08:51 -06:00 http://soloincolo.com/?p=3871 http://feedproxy.google.com/~r/SoloInColo/~3/C6jCG6JUrOI/tips-attracting-right-type-client Practice Management Tips for Attracting the Right Type of Client Can you describe your ideal clients? You know, the type of clients who show up for scheduled meetings on time and who willingly listen to (and follow) your advice? In every industry, there are ideal clients, and there are less-than-ideal clients. Your goal should be to find as many as possible of the right type [&#8230;] Thu, 08 Jun 2017 14:33:55 Z http://soloincolo.com/tips-attracting-right-type-client#comments Melanie Fischer <p></p><p><a href="http://soloincolo.com/wp-content/uploads/2016/02/handshake-297582_960_720.png"><img class="alignleft size-medium wp-image-3145" src="http://soloincolo.com/wp-content/uploads/2016/02/handshake-297582_960_720-300x153.png" alt="" width="300" height="153" srcset="http://soloincolo.com/wp-content/uploads/2016/02/handshake-297582_960_720-300x153.png 300w, http://soloincolo.com/wp-content/uploads/2016/02/handshake-297582_960_720-768x393.png 768w, http://soloincolo.com/wp-content/uploads/2016/02/handshake-297582_960_720.png 960w" sizes="(max-width: 300px) 100vw, 300px" /></a>Can you describe your ideal clients? You know, the type of clients who show up for scheduled meetings on time and who willingly listen to (and follow) your advice? In every industry, there are <em>ideal</em> clients, and there are <em>less-than-ideal</em> clients. Your goal should be to find as many as possible of the right type – because it will make your job a whole lot easier and a whole lot more enjoyable.</p> <p>No matter how much time you have available in your work week, it can be a mistake to agree to work with the wrong type of clients. Not only can less-than-ideal clients cause you to endure frustration and difficulty in achieving success, but this type of client can also cost you time, effort, and money.</p> <p>It’s in everyone’s best interest for you to work with the right type of clients. So, how can you tell if clients are going to be ideal before you agree to work with them?</p> <p><strong>Here are a few good signs:</strong></p> <p style="padding-left: 30px;"><strong>They show up for their initial meeting on time and with the documents they said they’d bring with them. </strong>Nothing says, “I don’t value you, your time, or your profession” more than not showing up for a scheduled in-person meeting or canceling a meeting two minutes before it’s supposed to start without a valid reason. Prospective clients who do this should be placed into the <em>I’m not sure if these people will be ideal clients</em> category.</p> <p style="padding-left: 30px;"><strong>They listen to you and understand that you are an attorney with knowledge and expertise.</strong> If you’ve ever dealt with clients who have done their own legal research on the internet and believe they know how their case should be handled (better than you) – and they insist that you follow their legal advice and direction (even though you know their internet-found legal knowledge is not necessarily correct) – then you already have a good idea about what it’s like to work with this type of less-than-ideal client.</p> <p style="padding-left: 30px;"><strong>They are articulate and seem to understand their situation from a legal perspective.</strong> Working with clients who either cannot or will not accept the facts of their circumstances can be extremely challenging. This type of client can require extra time (for which you might not be able to bill), and they may be dissatisfied with you and your service – no matter what you do for them.</p> <p>Finding ideal clients is important to the success of your solo law practice. The best type of clients will allow you to provide them with the legal assistance that they need and that will make it possible for them to achieve the outcome they are seeking.</p> <p>So, how do you attract the right type of clients? The first step is to figure out exactly who they are. Only then can you determine exactly how to attract them to your firm. Various targeted marketing tactics can be used to reach prospective ideal clients. Once your ideal clients know you’re willing and able to help them, and they realize you’re a good fit for their legal needs, they will eventually provide you with enough billable hours to fill your work week.</p> <p>&nbsp;</p> <p><span style="border-radius: 2px; text-indent: 20px; width: auto; padding: 0px 4px 0px 0px; text-align: center; font: bold 11px/20px 'Helvetica Neue',Helvetica,sans-serif; color: #ffffff; background: #bd081c no-repeat scroll 3px 50% / 14px 14px; position: absolute; opacity: 1; z-index: 8675309; display: none; cursor: pointer;">Save</span></p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/C6jCG6JUrOI" height="1" width="1" alt=""/> http://soloincolo.com/tips-attracting-right-type-client/feed 2 http://soloincolo.com/tips-attracting-right-type-client 2017-06-08 14:33 +00:00 2017-06-08 08:33 -06:00 http://soloincolo.com/?p=3874 http://feedproxy.google.com/~r/SoloInColo/~3/FeCdlKwwXHg/professionalism-matters-tuesday-june-13 Networking Professionalism Professionalism Matters — Tuesday, June 13 Join the Downtown Denver Solo Small Firm networking group on Tuesday, June 13, at 5:00 p.m., at Rathod Mohamedbhai LLC (2701 Lawrence St. &#8211; plenty of free on street parking), for a free happy hour and CLE presentation on Professionalism. Approved for one ethics credit! Register here. Questions? Contact Paul Miller at (303) 900-2529 or pmillerlawoffice@gmail.com. [&#8230;] Mon, 05 Jun 2017 17:44:29 Z http://soloincolo.com/professionalism-matters-tuesday-june-13#comments Alexa Drago <p></p><p>Join the Downtown Denver Solo Small Firm networking group on Tuesday, June 13, at 5:00 p.m., at <span id="subPage3496"><strong><a href="http://www.rmlawyers.com/">Rathod Mohamedbhai LLC</a> (</strong></span><span id="subPage3496">2701 Lawrence St. &#8211; plenty of free on street parking), </span>for a free happy hour and CLE presentation on Professionalism. Approved for one ethics credit!</p> <p><a href="https://lawofficeofpaulmiller.wufoo.com/forms/z1y9s49n1pxeiy5/">Register here</a>. Questions? Contact Paul Miller at (303) 900-2529 or <a href="mailto:pmillerlawoffice@gmail.com">pmillerlawoffice@gmail.com<strong>.</strong></a></p> <p><em><strong>Facilitators:</strong> </em></p> <p><em>Donald W. Alperstein</em>, is a principal of Alperstein &amp; Covell, P.C., a Denver law firm founded in 1985. His practice includes general business matters, commercial litigation, arbitrations and amateur sports law. In recent years, he has devoted much of his time to matters concerning legal fee analysis and assessment, including work as an expert witness, arbitrator, mediator and special master.</p> <p>He served as Denver Bar Association Chair of the DBA/CBA Professionalism Coordinating Council from 2007 to 2012, and was instrumental in the creation and production of the PCC’s original video vignettes and teaching manual and oversaw the revamping of the Principals of Professionalism and their adoption by the CBA and DBA. Donald&#8217;s passion is the sport of fencing, which he has served nationally and internationally in many capacities, and he still takes up the sword from time to time. Donald graduated from Wheat Ridge High School, and he attended Whitman College and Harvard Law School.</p> <p><em>Richard Pennington</em> has been general counsel to NASPO ValuePoint, the nonprofit subsidiary of the National Association of State Procurement Officials that supports the states in their national cooperative procurements. Richard is the former director of the Colorado Division of Finance and Procurement, State Purchasing Director, and first assistant attorney general (procurement and construction litigation counsel).</p> <p>Richard is a retired Air Force Colonel and judge advocate who started his career as a B-52 pilot and later became a judge advocate specializing in federal procurement. Richard attended the Air Force Academy, the University of Denver College of Law, and The George Washington University (LL.M. in government procurement law).</p> <p>&nbsp;</p> <p>&nbsp;</p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/FeCdlKwwXHg" height="1" width="1" alt=""/> http://soloincolo.com/professionalism-matters-tuesday-june-13/feed 1 http://soloincolo.com/professionalism-matters-tuesday-june-13 2017-06-05 17:44 +00:00 2017-06-05 11:44 -06:00 http://soloincolo.com/?p=3858 http://feedproxy.google.com/~r/SoloInColo/~3/wyKY6ykgYgc/law-firm-send-enewsletter Marketing Should Your Law Firm Send an eNewsletter? Consistently and creatively marketing your law firm to current and prospective clients is important. Producing and sending an eNewsletter is great way to communicate information to clients, share news, and keep your name in the spotlight. Sending an eNewsletter can be an excellent marketing tactic that will entice individuals to call you for legal assistance. [&#8230;] Thu, 01 Jun 2017 15:27:21 Z Melanie Fischer <p></p><p><a href="http://soloincolo.com/wp-content/uploads/2015/12/ipad.jpg"><img class="alignleft size-medium wp-image-3027" src="http://soloincolo.com/wp-content/uploads/2015/12/ipad-300x213.jpg" alt="ipad" width="300" height="213" srcset="http://soloincolo.com/wp-content/uploads/2015/12/ipad-300x213.jpg 300w, http://soloincolo.com/wp-content/uploads/2015/12/ipad-1024x726.jpg 1024w, http://soloincolo.com/wp-content/uploads/2015/12/ipad.jpg 1523w" sizes="(max-width: 300px) 100vw, 300px" /></a>Consistently and creatively marketing your law firm to current and prospective clients is important. Producing and sending an eNewsletter is great way to communicate information to clients, share news, and keep your name in the spotlight. Sending an eNewsletter can be an excellent marketing tactic that will entice individuals to call you for legal assistance.</p> <p>If you’ve thought about creating and sending an eNewsletter, there are a few things to keep in mind. Following are some tips and guidance if you are looking for a great way to keep in touch with colleagues, current and prospective clients, and anyone who happens to be on your eNewsletter distribution list:</p> <ul> <li><strong>Commit to sending your eNewsletter on a regular basis.</strong> If you are planning to refer to your eNewsletter as a <em>monthly</em> newsletter, make sure to send it every month – and try to send it on a consistent schedule. For example, send your eNewsletter on the first Friday of each month. This way, recipients will know when to expect it – and they will look forward to receiving it.</li> <li><strong>Fill your eNewsletter with interesting and pertinent information.</strong> Increase the chance your eNewsletter will be read by including a good mix of information. You might want to feature links to recent news articles, add information about new or common services you offer, and include an article or two that pertains to a topic that your readers will find interesting and useful.</li> <li><strong>Remember to write to your audience</strong>. If most people who receive your eNewsletter do not work in the legal industry, it’s important to stick with language that is understandable to non-lawyers. If your audience thinks the content is too complicated or uninteresting, the eNewsletter may be deleted before it is even read.</li> <li><strong>Include images, charts, and graphics.</strong> Most people do not enjoy reading large blocks of text. Make sure to break up paragraphs by adding a relevant image or graphic, and use images that directly correspond to the topic of your article.</li> <li><strong>Encourage readers to forward your eNewsletter to people who might be interested in reading it.</strong> Make sure it’s easy for subscribers to send your newsletter to their friends and colleagues. Also make it simple for non-subscribers to add their names/e-mail addresses to your eNewsletter distribution list. It’s important to continuously extend your reach.</li> <li><strong>Ask your readers for feedback.</strong> If you’re wondering what readers enjoy most about your eNewsletter, simply ask! Request that your readers send you their thoughts, opinions, and suggestions. If you see a common trend with their requests or recommendations, you can assume that a majority of your readers feel the same way.</li> <li><strong>Don’t avoid an eNewsletter because putting it together is time-consuming. </strong>Plenty of digital marketing agencies can help compile and send an eNewsletter for your firm. If your marketing budget allows money for this endeavor, look for an agency with experience marketing for small law firms.</li> </ul> <p>A great aspect of including an eNewsletter in your marketing mix is that email marketing software makes it easy to compile and format your content, add email addresses to your distribution list, and keep track of how many people open the eNewsletter and click on each article.</p> <p>While it’s usually advisable to keep an eNewsletter relatively short, you can change the length from one month to the next – depending on what you would like to include at different times of the year. An eNewsletter is a versatile tool that keeps you in touch with clients – and reminds them that you are available to help them with legal services as soon as they require your assistance.</p> <p>&nbsp;</p> <p>&nbsp;</p> <p><span style="border-radius: 2px; text-indent: 20px; width: auto; padding: 0px 4px 0px 0px; text-align: center; font: bold 11px/20px 'Helvetica Neue',Helvetica,sans-serif; color: #ffffff; background: #bd081c no-repeat scroll 3px 50% / 14px 14px; position: absolute; opacity: 1; z-index: 8675309; display: none; cursor: pointer;">Save</span></p> <img src="http://feeds.feedburner.com/~r/SoloInColo/~4/wyKY6ykgYgc" height="1" width="1" alt=""/> http://soloincolo.com/law-firm-send-enewsletter 2017-06-01 15:27 +00:00 2017-06-01 09:27 -06:00