Author Archive


On Balance

An Honest Audit Leads to a Brighter Future

By | Jun.13.18 | No Comments

There are myriad reasons to run an efficient, sound, organized law practice. Here are two great ones, from an ethics standpoint: First, it helps lawyers avoid making the costly errors that lead to ethics trouble. …Continue reading »


On Balance

Sweeping Change Is Needed to the Model Rules (and It Is Not Scary)

By | May.10.18 | No Comments

It is time for a major revamp of how we govern our profession from an ethics perspective. Although that sounds dramatic — and possibly terrifying — there is absolutely nothing scary about this idea. Remember 1983? The …Continue reading »


On Balance

VPN: A Simple Step Toward Cybersecurity

By | Apr.12.18 | No Comments

Many lawyers are intimidated by technology issues, including how to keep their data safe. Yet in a world where large cities can be held up by ransomware attacks and hackers can shut down multinational law …Continue reading »


On Balance

Rethinking Your Community to Improve Ethics Compliance — and Your Outlook

By | Mar.08.18 | No Comments

In previous columns, I have talked about the concept of tribes and building a network to support you when your practice takes off in a major way and you need extra help. But have you thought about …Continue reading »


On Balance

Your Law Practice Renovation, Part 2

By | Feb.08.18 | No Comments

In last month’s post, “Kick Off the New Year with a Practice Renovation,” we discussed starting the year with a renewed ethics drive and addressing common problem areas like advertising, insurance and file closures. Picking …Continue reading »


On Balance

Kick Off the New Year With a Law Practice Renovation, Part 1

By | Jan.08.18 | No Comments

In my December post, “A Pre-Year-End Checklist for Solos and Small Firms,” we ran through the major systems of a law practice and took stock of concerns to attend to in the new year. (If you …Continue reading »


On Balance

A Pre-Year-End Checklist for Solos and Small Firms

By | Dec.05.17 | No Comments

As we approach the end of the year, it is a great time to run through your practice’s systems to see which ones may be ethics risks in their current state. This will help you …Continue reading »


On Balance

Ethically Outsourcing Social Media Management

By | Nov.08.17 | No Comments

It’s a given that you need to delegate or outsource some tasks if you want to grow as a firm. There are only so many hours in a day, and if you try to do …Continue reading »


On Balance

Overcoming Fear of Success Through Ethical Safeguards

By | Oct.12.17 | No Comments

Self-employed lawyers rely heavily on their ability to propel their businesses forward — more so than lawyers employed by others or members of large firms. Fail to keep the engines going and your practice will …Continue reading »


INSPIRATION

Blasting Barriers at Clio Cloud Conference 2017

By | Oct.06.17 | No Comments

Last week in New Orleans, I had the privilege of attending my first Clio Cloud Conference. Though I could talk about the presenters and programs all day, the overall theme that stuck was far more …Continue reading »